Pinnacle Wealth Planning Services’s W.P. Carey WPC Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$139K	Buy	2,148 +4	+0.2%	+$284	0.01%	669
2026 Q2	$153K	Sell	2,144 -59	-3%	-$4.32K	0.01%	651
2026 Q1	$150K	Sell	2,203 -43	-2%	-$3.02K	0.02%	588
2025 Q4	$145K	Buy	+2,246	New	+$150K	0.02%	610
2022 Q3	–	Sell	-2,827	Closed	-$229K	–	452
2022 Q2	$229K	Buy	2,827 +286	+11%	+$23.1K	0.04%	309
2022 Q1	$201K	Sell	2,541 -21	-0.8%	-$1.61K	0.04%	375
2021 Q4	$206K	Buy	+2,562	New	+$196K	0.04%	362
2021 Q1	–	Sell	-2,490	Closed	-$173K	–	1957
2020 Q4	$173K	Buy	+2,490	New	+$166K	0.04%	315

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Pinnacle Wealth Planning Services's WPC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its W.P. Carey (WPC) stake by 0.19% in Q3 2026, buying an estimated $284 and bringing the position to 2,148 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #669.

Pinnacle Wealth Planning Services first reported a position in WPC in Q4 2020 and has held it in 8 quarters since. The position peaked at $229K in Q2 2022. 259 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Pinnacle Wealth Planning Services held 2,148 shares of W.P. Carey worth $139K as of Q3 2026.
Pinnacle Wealth Planning Services bought 4 W.P. Carey shares in Q3 2026, an estimated $284.
W.P. Carey made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #669 holding.
Pinnacle Wealth Planning Services first reported a position in W.P. Carey in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's W.P. Carey position peaked at $229K in Q2 2022.
259 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.