McGuire Capital Advisors’s W.P. Carey WPC Stock Holding History

McGuire Capital Advisors’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	$4.15K	Hold	58	–	–	﹤0.01%	600
2026 Q1	$3.94K	Hold	58	–	–	﹤0.01%	556
2025 Q4	$3.73K	Buy	+58	New	+$3.86K	﹤0.01%	575

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

McGuire Capital Advisors's WPC Position: Q2 2026 in Review

McGuire Capital Advisors held its W.P. Carey (WPC) position steady in Q2 2026 at 58 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

McGuire Capital Advisors first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

McGuire Capital Advisors held 58 shares of W.P. Carey worth $4.15K as of Q2 2026.
McGuire Capital Advisors left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up ﹤0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #600 holding.
McGuire Capital Advisors first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.