LifeSteps Financial’s W.P. Carey WPC Stock Holding History

LifeSteps Financial’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	$3.58K	Buy	+50	New	+$3.66K	﹤0.01%	592

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

LifeSteps Financial's WPC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in W.P. Carey (WPC) in Q2 2026: 50 shares worth $3.58K. The stake represents ﹤0.01% of the portfolio and ranks #592 among its holdings.

326 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

LifeSteps Financial held 50 shares of W.P. Carey worth $3.58K as of Q2 2026.
W.P. Carey was a new LifeSteps Financial position in Q2 2026.
W.P. Carey made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #592 holding.
326 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.