Grant Private Wealth Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
Other funds holding WPC
Grant Private Wealth Management's WPC Position: Q2 2026 in Review
Grant Private Wealth Management increased its W.P. Carey (WPC) stake by 45% in Q2 2026, buying an estimated $138K and bringing the position to 6,078 shares worth $435K. The position accounts for 0.18% of the portfolio, ranked #103.
Grant Private Wealth Management first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Grant Private Wealth Management held 6,078 shares of W.P. Carey worth $435K as of Q2 2026.
- Grant Private Wealth Management bought 1,881 W.P. Carey shares in Q2 2026, an estimated $138K.
- W.P. Carey made up 0.18% of Grant Private Wealth Management's portfolio in Q2 2026, its #103 holding.
- Grant Private Wealth Management first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
- 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.