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HB Wealth Management’s W.P. Carey WPC Stock Holding History

HB Wealth Management’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 		$1.52M Sell
21,211
-46
-0.2% -$3.37K 0.01% 566
2026
Q1 		$1.44M Buy
21,257
+438
+2% +$30.7K 0.01% 527
2025
Q4 		$1.34M Sell
20,819
-127
-0.6% -$8.46K 0.01% 532
2025
Q3 		$1.42M Buy
20,946
+9,918
+90% +$649K 0.01% 511
2025
Q2 		$688K Sell
11,028
-6,749
-38% -$416K 0.01% 642
2025
Q1 		$1.12M Buy
17,777
+2,511
+16% +$149K 0.01% 506
2024
Q4 		$832K Buy
15,266
+2,732
+22% +$156K 0.01% 459
2024
Q3 		$781K Buy
12,534
+115
+0.9% +$6.82K 0.01% 447
2024
Q2 		$684K Buy
12,419
+8,843
+247% +$498K 0.01% 455
2024
Q1 		$202K Buy
3,576
+208
+6% +$12.4K ﹤0.01% 797
2023
Q4 		$218K Buy
+3,368
New +$194K ﹤0.01% 714
2022
Q3 		– Sell
-3,137
Closed -$255K – 623
2022
Q2 		$255K Sell
3,137
-700
-18% -$56.5K 0.01% 484
2022
Q1 		$304K Buy
+3,837
New +$294K 0.01% 451

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

HB Wealth Management's WPC Position: Q2 2026 in Review

HB Wealth Management reduced its W.P. Carey (WPC) stake by 0.22% in Q2 2026, selling an estimated $3.37K and leaving 21,211 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #566.

HB Wealth Management first reported a position in WPC in Q1 2022 and has held it in 13 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • HB Wealth Management held 21,211 shares of W.P. Carey worth $1.52M as of Q2 2026.
  • HB Wealth Management sold 46 W.P. Carey shares in Q2 2026, an estimated $3.37K.
  • W.P. Carey made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #566 holding.
  • HB Wealth Management first reported a position in W.P. Carey in Q1 2022 and has held it in 13 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.