GVAG
WPC icon

Great Valley Advisor Group’s W.P. Carey WPC Stock Holding History

Great Valley Advisor Group’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Sell
3,208
-1,579
-33% -$116K ﹤0.01% 940
2026
Q1 		$326K Buy
+4,787
New +$336K 0.01% 799

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Great Valley Advisor Group's WPC Position: Q2 2026 in Review

Great Valley Advisor Group reduced its W.P. Carey (WPC) stake by 33% in Q2 2026, selling an estimated $116K and leaving 3,208 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Great Valley Advisor Group first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. The position peaked at $326K in Q1 2026. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Great Valley Advisor Group held 3,208 shares of W.P. Carey worth $229K as of Q2 2026.
  • Great Valley Advisor Group sold 1,579 W.P. Carey shares in Q2 2026, an estimated $116K.
  • W.P. Carey made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #940 holding.
  • Great Valley Advisor Group first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
  • Great Valley Advisor Group's W.P. Carey position peaked at $326K in Q1 2026.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.