Plante Moran Financial Advisors’s W.P. Carey WPC Stock Holding History

Plante Moran Financial 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	$143	Buy	+2	New	+$147	﹤0.01%	1510
2025 Q1	–	Sell	-132	Closed	-$7.19K	–	982
2024 Q4	$7.19K	Buy	+132	New	+$7.52K	﹤0.01%	636
2021 Q4	–	Sell	-718	Closed	-$51K	–	1115
2021 Q3	$51K	Hold	718	–	–	0.01%	380
2021 Q2	$52K	Hold	718	–	–	0.01%	365
2021 Q1	$50K	Hold	718	–	–	0.01%	371
2020 Q4	$50K	Hold	718	–	–	0.02%	365
2020 Q3	$46K	Hold	718	–	–	0.02%	338
2020 Q2	$48K	Hold	718	–	–	0.02%	298
2020 Q1	$41K	Hold	718	–	–	0.02%	287
2019 Q4	$56K	Hold	718	–	–	0.02%	308
2019 Q3	$63K	Hold	718	–	–	0.02%	306
2019 Q2	$57K	Hold	718	–	–	0.02%	314
2019 Q1	$55K	Hold	718	–	–	0.02%	314
2018 Q4	$46K	Hold	718	–	–	0.02%	304
2018 Q3	$45K	Hold	718	–	–	0.01%	323
2018 Q2	$47K	Hold	718	–	–	0.02%	338
2018 Q1	$44K	Hold	718	–	–	0.02%	368
2017 Q4	$48K	Buy	+718	New	+$49.1K	0.03%	357

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

Plante Moran Financial Advisors's WPC Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in W.P. Carey (WPC) in Q2 2026: 2 shares worth $143. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in WPC as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in WPC in Q4 2017 and has held it in 18 quarters since. The position peaked at $63K in Q3 2019. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Plante Moran Financial Advisors held 2 shares of W.P. Carey worth $143 as of Q2 2026.
W.P. Carey was a new Plante Moran Financial Advisors position in Q2 2026.
W.P. Carey made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1510 holding.
Plante Moran Financial Advisors first reported a position in W.P. Carey in Q4 2017 and has held it in 18 quarters since.
Plante Moran Financial Advisors's W.P. Carey position peaked at $63K in Q3 2019.
905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.