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Prestige Wealth Management Group’s W.P. Carey WPC Stock Holding History

Prestige Wealth Management Group’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 		$363 Buy
5
+3
+150% +$220 ﹤0.01% 1060
2026
Q1 		$138 Buy
+2
New +$140 ﹤0.01% 1097
2023
Q1 		– Sell
-806
Closed -$62.5K – 1168
2022
Q4 		$62.5K Buy
+806
New +$60.5K 0.02% 240
2020
Q4 		– Sell
-15
Closed -$1K – 1049
2020
Q3 		$1K Hold
15
– – ﹤0.01% 856
2020
Q2 		$1K Sell
15
-121
-89% -$7.52K ﹤0.01% 863
2020
Q1 		$8K Buy
+136
New +$10.3K ﹤0.01% 427

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

Prestige Wealth Management Group's WPC Position: Q2 2026 in Review

Prestige Wealth Management Group increased its W.P. Carey (WPC) stake by 150% in Q2 2026, buying an estimated $220 and bringing the position to 5 shares worth $363. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Prestige Wealth Management Group first reported a position in WPC in Q1 2020 and has held it in 6 quarters since. The position peaked at $62.5K in Q4 2022. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Prestige Wealth Management Group held 5 shares of W.P. Carey worth $363 as of Q2 2026.
  • Prestige Wealth Management Group bought 3 W.P. Carey shares in Q2 2026, an estimated $220.
  • W.P. Carey made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1060 holding.
  • Prestige Wealth Management Group first reported a position in W.P. Carey in Q1 2020 and has held it in 6 quarters since.
  • Prestige Wealth Management Group's W.P. Carey position peaked at $62.5K in Q4 2022.
  • 897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.