Helium Advisors’s W.P. Carey WPC Stock Holding History

Helium Advisors’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	$227K	Buy	3,170 +4	+0.1%	+$293	0.19%	95
2026 Q1	$215K	Buy	+3,166	New	+$222K	0.2%	87

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Helium Advisors's WPC Position: Q2 2026 in Review

Helium Advisors increased its W.P. Carey (WPC) stake by 0.13% in Q2 2026, buying an estimated $293 and bringing the position to 3,170 shares worth $227K. The position accounts for 0.19% of the portfolio, ranked #95.

Helium Advisors 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.

Helium Advisors held 3,170 shares of W.P. Carey worth $227K as of Q2 2026.
Helium Advisors bought 4 W.P. Carey shares in Q2 2026, an estimated $293.
W.P. Carey made up 0.19% of Helium Advisors's portfolio in Q2 2026, its #95 holding.
Helium Advisors 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 Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.