PWP
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Precedent Wealth Partners’s W.P. Carey WPC Stock Holding History

Precedent Wealth 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 		$451K Buy
+6,307
New +$462K 0.08% 152

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Precedent Wealth Partners's WPC Position: Q2 2026 in Review

Precedent Wealth Partners opened a new position in W.P. Carey (WPC) in Q2 2026: 6,307 shares worth $451K. The stake represents 0.08% of the portfolio and ranks #152 among its holdings.

896 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Precedent Wealth Partners held 6,307 shares of W.P. Carey worth $451K as of Q2 2026.
  • W.P. Carey was a new Precedent Wealth Partners position in Q2 2026.
  • W.P. Carey made up 0.08% of Precedent Wealth Partners's portfolio in Q2 2026, its #152 holding.
  • 896 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.