McDonald Partners’s W.P. Carey WPC Stock Holding History

McDonald Partners’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	$11.7K	Buy	+164	New	+$12K	﹤0.01%	463

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

McDonald Partners's WPC Position: Q2 2026 in Review

McDonald Partners opened a new position in W.P. Carey (WPC) in Q2 2026: 164 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings.

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

McDonald Partners held 164 shares of W.P. Carey worth $11.7K as of Q2 2026.
W.P. Carey was a new McDonald Partners position in Q2 2026.
W.P. Carey made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #463 holding.
286 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.