MONECO Advisors’s W.P. Carey WPC Stock Holding History

MONECO 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	–	Sell	-3,143	Closed	-$214K	–	620
2026 Q1	$214K	Buy	+3,143	New	+$220K	0.02%	496

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

MONECO Advisors's WPC Position: Q2 2026 in Review

MONECO Advisors sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 3,143 shares — an estimated $214K sold.

MONECO Advisors first reported a position in WPC in Q1 2026 and held it in 1 quarter. The position peaked at $214K in Q1 2026. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

MONECO Advisors reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
MONECO Advisors sold 3,143 W.P. Carey shares in Q2 2026, an estimated $214K.
MONECO Advisors first reported a position in W.P. Carey in Q1 2026 and held it in 1 quarter.
MONECO Advisors's W.P. Carey position peaked at $214K in Q1 2026.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.