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Mountain Hill Investment Partners’s W.P. Carey WPC Stock Holding History

Mountain Hill Investment Partners’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
-17
Closed -$1.17K – 218
2026
Q1 		$1.17K Hold
17
– – ﹤0.01% 152
2025
Q4 		$1.09K Hold
17
– – ﹤0.01% 178
2025
Q3 		$1.13K Hold
17
– – ﹤0.01% 182
2025
Q2 		$1.03K Buy
17
+1
+6% +$62 ﹤0.01% 144
2025
Q1 		$1.03K Hold
16
– – ﹤0.01% 144
2024
Q4 		$873 Buy
+16
New +$912 ﹤0.01% 154

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State Street
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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

Mountain Hill Investment Partners's WPC Position: Q2 2026 in Review

Mountain Hill Investment Partners sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 17 shares — an estimated $1.17K sold.

Mountain Hill Investment Partners first reported a position in WPC in Q4 2024 and held it in 6 quarters. The position peaked at $1.17K in Q1 2026. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Mountain Hill Investment Partners reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Mountain Hill Investment Partners sold 17 W.P. Carey shares in Q2 2026, an estimated $1.17K.
  • Mountain Hill Investment Partners first reported a position in W.P. Carey in Q4 2024 and held it in 6 quarters.
  • Mountain Hill Investment Partners's W.P. Carey position peaked at $1.17K in Q1 2026.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.