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MBM Wealth Consultants’s W.P. Carey WPC Stock Holding History

MBM Wealth Consultants’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
-2
Closed -$159 – 376
2026
Q1 		$159 Buy
+2
New +$140 ﹤0.01% 381
2023
Q2 		– Sell
-1,798
Closed -$207K – 271
2023
Q1 		$207K Hold
1,798
– – 0.08% 97
2022
Q4 		$140K Buy
1,798
+553
+44% +$41.5K 0.06% 112
2022
Q3 		$88K Buy
1,245
+319
+34% +$26.1K 0.04% 121
2022
Q2 		$76K Buy
926
+29
+3% +$2.34K 0.04% 130
2022
Q1 		$71K Buy
897
+257
+40% +$19.7K 0.03% 165
2021
Q4 		$51K Buy
640
+230
+56% +$17.6K 0.02% 161
2021
Q3 		$29K Buy
410
+99
+32% +$7.54K 0.01% 189
2021
Q2 		$23K Hold
311
– – 0.01% 189
2021
Q1 		$22K Buy
+311
New +$20.8K 0.01% 187

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

MBM Wealth Consultants's WPC Position: Q2 2026 in Review

MBM Wealth Consultants sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 2 shares — an estimated $159 sold.

MBM Wealth Consultants first reported a position in WPC in Q1 2021 and held it in 10 quarters. The position peaked at $207K in Q1 2023. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • MBM Wealth Consultants reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 2 W.P. Carey shares in Q2 2026, an estimated $159.
  • MBM Wealth Consultants first reported a position in W.P. Carey in Q1 2021 and held it in 10 quarters.
  • MBM Wealth Consultants's W.P. Carey position peaked at $207K in Q1 2023.
  • 897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.