IAAG
WPC icon

Innovative Asset Advisors Group’s W.P. Carey WPC Stock Holding History

Innovative Asset Advisors 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 		– Sell
-253
Closed -$17.4K – 1035
2026
Q1 		$17.4K Buy
+253
New +$17.7K 0.01% 530

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

Innovative Asset Advisors Group's WPC Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 253 shares — an estimated $17.4K sold.

Innovative Asset Advisors Group first reported a position in WPC in Q1 2026 and held it in 1 quarter. The position peaked at $17.4K in Q1 2026. 895 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 253 W.P. Carey shares in Q2 2026, an estimated $17.4K.
  • Innovative Asset Advisors Group first reported a position in W.P. Carey in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's W.P. Carey position peaked at $17.4K in Q1 2026.
  • 895 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.