Principia Wealth Advisory’s W.P. Carey WPC Stock Holding History

Principia Wealth Advisory’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	$1.43K	Hold	20	–	–	﹤0.01%	682
2026 Q1	$1.36K	Buy	20 +7	+54%	+$491	﹤0.01%	627
2025 Q4	$837	Hold	13	–	–	﹤0.01%	721
2025 Q3	$878	Buy	13 +5	+63%	+$327	﹤0.01%	684
2025 Q2	$499	Hold	8	–	–	﹤0.01%	736
2025 Q1	$468	Buy	8 +6	+300%	+$355	﹤0.01%	588
2024 Q4	$109	Buy	+2	New	+$114	﹤0.01%	764

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 $3.37T AUM 44.26% 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

Principia Wealth Advisory's WPC Position: Q2 2026 in Review

Principia Wealth Advisory held its W.P. Carey (WPC) position steady in Q2 2026 at 20 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Principia Wealth Advisory first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. 900 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Principia Wealth Advisory held 20 shares of W.P. Carey worth $1.43K as of Q2 2026.
Principia Wealth Advisory left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #682 holding.
Principia Wealth Advisory first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
900 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.