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Main Street Financial Solutions’s W.P. Carey WPC Stock Holding History

Main Street Financial Solutions’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 		$288K Buy
4,023
+26
+0.7% +$1.91K 0.02% 495
2026
Q1 		$272K Buy
3,997
+444
+12% +$31.1K 0.02% 472
2025
Q4 		$229K Sell
3,553
-520
-13% -$34.6K 0.02% 497
2025
Q3 		$275K Sell
4,073
-208
-5% -$13.6K 0.02% 515
2025
Q2 		$267K Buy
4,281
+116
+3% +$7.14K 0.02% 472
2025
Q1 		$263K Sell
4,165
-1,036
-20% -$61.3K 0.02% 431
2024
Q4 		$283K Sell
5,201
-600
-10% -$34.2K 0.03% 392
2024
Q3 		$361K Sell
5,801
-472
-8% -$28K 0.03% 380
2024
Q2 		$345K Buy
6,273
+932
+17% +$52.5K 0.03% 394
2024
Q1 		$301K Buy
5,341
+220
+4% +$13.2K 0.03% 412
2023
Q4 		$332K Sell
5,121
-43
-0.8% -$2.48K 0.04% 346
2023
Q3 		$274K Buy
5,164
+228
+5% +$14.6K 0.04% 363
2023
Q2 		$327K Buy
4,936
+25
+0.5% +$1.74K 0.04% 336
2023
Q1 		$373K Sell
4,911
-91
-2% -$7.25K 0.05% 302
2022
Q4 		$383K Buy
5,002
+144
+3% +$10.8K 0.06% 280
2022
Q3 		$332K Buy
4,858
+1,361
+39% +$111K 0.05% 305
2022
Q2 		$284K Sell
3,497
-341
-9% -$27.5K 0.04% 354
2022
Q1 		$304K Sell
3,838
-1,050
-21% -$80.5K 0.04% 356
2021
Q4 		$393K Buy
4,888
+1,408
+40% +$108K 0.06% 321
2021
Q3 		$249K Buy
3,480
+86
+3% +$6.55K 0.04% 399
2021
Q2 		$248K Buy
3,394
+13
+0.4% +$952 0.04% 389
2021
Q1 		$234K Sell
3,381
-1,001
-23% -$67.1K 0.04% 381
2020
Q4 		$303K Buy
+4,382
New +$293K 0.06% 292

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 $3.38T AUM 44.17% 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

Main Street Financial Solutions's WPC Position: Q2 2026 in Review

Main Street Financial Solutions increased its W.P. Carey (WPC) stake by 0.65% in Q2 2026, buying an estimated $1.91K and bringing the position to 4,023 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #495.

Main Street Financial Solutions first reported a position in WPC in Q4 2020 and has held it in 23 quarters since. The position peaked at $393K in Q4 2021. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Main Street Financial Solutions held 4,023 shares of W.P. Carey worth $288K as of Q2 2026.
  • Main Street Financial Solutions bought 26 W.P. Carey shares in Q2 2026, an estimated $1.91K.
  • W.P. Carey made up 0.02% of Main Street Financial Solutions's portfolio in Q2 2026, its #495 holding.
  • Main Street Financial Solutions first reported a position in W.P. Carey in Q4 2020 and has held it in 23 quarters since.
  • Main Street Financial Solutions's W.P. Carey position peaked at $393K in Q4 2021.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.