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Integrated Wealth Concepts’s W.P. Carey WPC Stock Holding History

Integrated Wealth Concepts’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 		$3.67K Buy
+105
New +$7.7K ﹤0.01% 5117

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

Integrated Wealth Concepts's WPC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its W.P. Carey (WPC) stake by 99% in Q2 2026, buying an estimated $1.08M and bringing the position to 29,531 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #921.

Integrated Wealth Concepts first reported a position in WPC in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.17M in Q1 2023. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Integrated Wealth Concepts held 29,531 shares of W.P. Carey worth $2.11M as of Q2 2026.
  • Integrated Wealth Concepts bought 14,713 W.P. Carey shares in Q2 2026, an estimated $1.08M.
  • W.P. Carey made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #921 holding.
  • Integrated Wealth Concepts first reported a position in W.P. Carey in Q4 2018 and has held it in 31 quarters since.
  • Integrated Wealth Concepts's W.P. Carey position peaked at $2.17M in Q1 2023.
  • 897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.