HHCP
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Hilton Head Capital Partners’s W.P. Carey WPC Stock Holding History

Hilton Head Capital Partners’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 		$23K Hold
322
– – 0.01% 450
2026
Q1 		$21.9K Hold
322
– – 0.01% 457
2025
Q4 		$20.7K Buy
+322
New +$21.4K 0.01% 455

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Geode Capital Management
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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

Hilton Head Capital Partners's WPC Position: Q2 2026 in Review

Hilton Head Capital Partners held its W.P. Carey (WPC) position steady in Q2 2026 at 322 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #450.

Hilton Head Capital Partners first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Hilton Head Capital Partners held 322 shares of W.P. Carey worth $23K as of Q2 2026.
  • Hilton Head Capital Partners left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #450 holding.
  • Hilton Head Capital Partners first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • 897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.