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Millstone Evans Group’s W.P. Carey WPC Stock Holding History

Millstone Evans Group’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 		$48K Hold
672
– – 0.03% 347
2026
Q1 		$45.7K Hold
672
– – 0.03% 344
2025
Q4 		$43.3K Hold
672
– – 0.03% 351
2025
Q3 		$45.4K Hold
672
– – 0.03% 324
2025
Q2 		$41.9K Hold
672
– – 0.03% 328
2025
Q1 		$42.4K Hold
672
– – 0.03% 320
2024
Q4 		$36.6K Buy
+672
New +$38.3K 0.03% 334

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

Millstone Evans Group's WPC Position: Q2 2026 in Review

Millstone Evans Group held its W.P. Carey (WPC) position steady in Q2 2026 at 672 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #347.

Millstone Evans Group first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Millstone Evans Group held 672 shares of W.P. Carey worth $48K as of Q2 2026.
  • Millstone Evans Group left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #347 holding.
  • Millstone Evans Group first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.