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Independent Financial Group’s W.P. Carey WPC Stock Holding History

Independent Financial 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 		$1.52M Buy
21,303
+3,273
+18% +$240K 0.03% 538
2026
Q1 		$1.23M Buy
18,030
+1,869
+12% +$131K 0.03% 550
2025
Q4 		$1.04M Buy
16,161
+1,903
+13% +$127K 0.02% 605
2025
Q3 		$963K Buy
14,258
+235
+2% +$15.4K 0.02% 609
2025
Q2 		$875K Buy
14,023
+4,707
+51% +$290K 0.02% 588
2025
Q1 		$588K Buy
9,316
+49
+0.5% +$2.9K 0.02% 653
2024
Q4 		$505K Buy
9,267
+264
+3% +$15K 0.02% 681
2024
Q3 		$561K Sell
9,003
-2,993
-25% -$177K 0.02% 610
2024
Q2 		$660K Buy
11,996
+877
+8% +$49.4K 0.03% 519
2024
Q1 		$628K Sell
11,119
-3,251
-23% -$195K 0.03% 507
2023
Q4 		$931K Sell
14,370
-4,815
-25% -$277K 0.05% 379
2023
Q3 		$1.02M Buy
19,185
+1,271
+7% +$81.4K 0.07% 312
2023
Q2 		$1.19M Sell
17,914
-8,928
-33% -$621K 0.08% 272
2023
Q1 		$2.04M Buy
26,842
+3,694
+16% +$294K 0.16% 138
2022
Q4 		$1.77M Buy
23,148
+7,602
+49% +$571K 0.15% 135
2022
Q3 		$1.06M Buy
15,546
+6,151
+65% +$503K 0.1% 213
2022
Q2 		$762K Buy
9,395
+1,758
+23% +$142K 0.08% 282
2022
Q1 		$605K Buy
7,637
+49
+0.6% +$3.76K 0.05% 369
2021
Q4 		$610K Buy
7,588
+2,309
+44% +$177K 0.05% 370
2021
Q3 		$378K Buy
5,279
+655
+14% +$49.9K 0.04% 447
2021
Q2 		$338K Buy
4,624
+464
+11% +$34K 0.04% 495
2021
Q1 		$288K Sell
4,160
-4,381
-51% -$294K 0.04% 483
2020
Q4 		$590K Buy
8,541
+170
+2% +$11.4K 0.09% 270
2020
Q3 		$534K Buy
8,371
+1,217
+17% +$82K 0.1% 221
2020
Q2 		$474K Sell
7,154
-34
-0.5% -$2.11K 0.1% 231
2020
Q1 		$409K Buy
+7,188
New +$545K 0.12% 203

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 $3.37T AUM 44.26% 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

Independent Financial Group's WPC Position: Q2 2026 in Review

Independent Financial Group increased its W.P. Carey (WPC) stake by 18% in Q2 2026, buying an estimated $240K and bringing the position to 21,303 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #538.

Independent Financial Group first reported a position in WPC in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.04M in Q1 2023. 895 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Independent Financial Group held 21,303 shares of W.P. Carey worth $1.52M as of Q2 2026.
  • Independent Financial Group bought 3,273 W.P. Carey shares in Q2 2026, an estimated $240K.
  • W.P. Carey made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #538 holding.
  • Independent Financial Group first reported a position in W.P. Carey in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's W.P. Carey position peaked at $2.04M in Q1 2023.
  • 895 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.