PFG Investments’s W.P. Carey WPC Stock Holding History

PFG Investments’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	$868K	Buy	12,138 +87	+0.7%	+$6.38K	0.03%	435
2026 Q1	$819K	Sell	12,051 -1,385	-10%	-$97.2K	0.04%	418
2025 Q4	$865K	Sell	13,436 -908	-6%	-$60.5K	0.04%	383
2025 Q3	$969K	Buy	14,344 +2,805	+24%	+$184K	0.05%	341
2025 Q2	$720K	Sell	11,539 -4,387	-28%	-$270K	0.04%	400
2025 Q1	$1.01M	Buy	15,926 +3,514	+28%	+$208K	0.06%	302
2024 Q4	$676K	Buy	12,412 +4,346	+54%	+$248K	0.04%	391
2024 Q3	$502K	Sell	8,066 -361	-4%	-$21.4K	0.03%	496
2024 Q2	$464K	Sell	8,427 -293	-3%	-$16.5K	0.03%	477
2024 Q1	$492K	Buy	+8,720	New	+$522K	0.03%	536
2023 Q4	–	Sell	-3,813	Closed	-$202K	–	549
2023 Q3	$202K	Sell	3,813 -84	-2%	-$5.38K	0.04%	460
2023 Q2	$258K	Sell	3,897 -1,037	-21%	-$72.1K	0.05%	410
2023 Q1	$374K	Buy	+4,934	New	+$393K	0.08%	297

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 $3.38T AUM 44.17% 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

PFG Investments's WPC Position: Q2 2026 in Review

PFG Investments increased its W.P. Carey (WPC) stake by 0.72% in Q2 2026, buying an estimated $6.38K and bringing the position to 12,138 shares worth $868K. The position accounts for 0.03% of the portfolio, ranked #435.

PFG Investments first reported a position in WPC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q1 2025. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

PFG Investments held 12,138 shares of W.P. Carey worth $868K as of Q2 2026.
PFG Investments bought 87 W.P. Carey shares in Q2 2026, an estimated $6.38K.
W.P. Carey made up 0.03% of PFG Investments's portfolio in Q2 2026, its #435 holding.
PFG Investments first reported a position in W.P. Carey in Q1 2023 and has held it in 13 quarters since.
PFG Investments's W.P. Carey position peaked at $1.01M in Q1 2025.
905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.