MWM
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Modera Wealth Management’s W.P. Carey WPC Stock Holding History

Modera 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
2024
Q4 		– Sell
-3,580
Closed -$223K – 651
2024
Q3 		$223K Buy
+3,580
New +$212K ﹤0.01% 559

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

Modera Wealth Management's WPC Position: Q2 2026 in Review

Modera Wealth Management opened a new position in W.P. Carey (WPC) in Q2 2026: 2,931 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in WPC as recently as Q4 2024.

Modera Wealth Management first reported a position in WPC in Q4 2024 and has held it in 2 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Modera Wealth Management held 2,931 shares of W.P. Carey worth $210K as of Q2 2026.
  • W.P. Carey was a new Modera Wealth Management position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #627 holding.
  • Modera Wealth Management first reported a position in W.P. Carey in Q4 2024 and has held it in 2 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.