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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

McGlone Suttner Wealth Management's WPC Position: Q1 2026 in Review

McGlone Suttner Wealth Management increased its W.P. Carey (WPC) stake by 4.4% in Q1 2026, buying an estimated $36.5K and bringing the position to 12,212 shares worth $830K. The position accounts for 0.11% of the portfolio, ranked #91.

McGlone Suttner Wealth Management first reported a position in WPC in Q4 2022 and has held it in 14 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • McGlone Suttner Wealth Management held 12,212 shares of W.P. Carey worth $830K as of Q1 2026.
  • McGlone Suttner Wealth Management bought 520 W.P. Carey shares in Q1 2026, an estimated $36.5K.
  • W.P. Carey made up 0.11% of McGlone Suttner Wealth Management's portfolio in Q1 2026, its #91 holding.
  • McGlone Suttner Wealth Management first reported a position in W.P. Carey in Q4 2022 and has held it in 14 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.