McGlone Suttner Wealth Management
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McGlone Suttner Wealth Management’s W.P. Carey WPC Stock Holding History

McGlone Suttner Wealth Management’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
Q3 		$841K Buy
13,019
+109
+0.8% +$7.73K 0.1% 92
2026
Q2 		$923K Buy
12,910
+698
+6% +$51.2K 0.11% 90
2026
Q1 		$830K Buy
12,212
+520
+4% +$36.5K 0.11% 91
2025
Q4 		$752K Buy
11,692
+708
+6% +$47.1K 0.1% 90
2025
Q3 		$742K Buy
10,984
+395
+4% +$25.9K 0.1% 91
2025
Q2 		$661K Buy
10,589
+518
+5% +$31.9K 0.1% 95
2025
Q1 		$636K Buy
10,071
+2,604
+35% +$154K 0.1% 91
2024
Q4 		$407K Sell
7,467
-2,148
-22% -$122K 0.07% 119
2024
Q3 		$599K Buy
9,615
+650
+7% +$38.5K 0.12% 93
2024
Q2 		$581K Sell
8,965
-1,370
-13% -$77.2K 0.12% 79
2024
Q1 		$583K Buy
10,335
+1,370
+15% +$82K 0.11% 83
2023
Q4 		$581K Buy
8,965
+563
+7% +$32.4K 0.11% 79
2023
Q3 		$445K Buy
8,402
+181
+2% +$11.6K 0.1% 79
2023
Q2 		$544K Sell
8,221
-970
-11% -$67.4K 0.12% 72
2023
Q1 		$697K Sell
9,191
-132
-1% -$10.5K 0.18% 55
2022
Q4 		$714K Buy
+9,323
New +$700K 0.23% 52

Other funds holding WPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

McGlone Suttner Wealth Management's WPC Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its W.P. Carey (WPC) stake by 0.84% in Q3 2026, buying an estimated $7.73K and bringing the position to 13,019 shares worth $841K. The position accounts for 0.1% of the portfolio, ranked #92.

McGlone Suttner Wealth Management first reported a position in WPC in Q4 2022 and has held it in 16 quarters since. The position peaked at $923K in Q2 2026. 748 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • McGlone Suttner Wealth Management held 13,019 shares of W.P. Carey worth $841K as of Q3 2026.
  • McGlone Suttner Wealth Management bought 109 W.P. Carey shares in Q3 2026, an estimated $7.73K.
  • W.P. Carey made up 0.1% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #92 holding.
  • McGlone Suttner Wealth Management first reported a position in W.P. Carey in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's W.P. Carey position peaked at $923K in Q2 2026.
  • 748 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.