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

Proathlete Wealth Management’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 		$84K Buy
1,175
+15
+1% +$1.1K 0.02% 103
2026
Q1 		$78.8K Buy
1,160
+16
+1% +$1.12K 0.02% 103
2025
Q4 		$73.7K Buy
1,144
+15
+1% +$999 0.02% 109
2025
Q3 		$76.3K Buy
1,129
+16
+1% +$1.05K 0.02% 106
2025
Q2 		$69.5K Buy
1,113
+16
+1% +$985 0.02% 109
2025
Q1 		$69.3K Buy
+1,097
New +$64.9K 0.03% 108

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

Proathlete Wealth Management's WPC Position: Q2 2026 in Review

Proathlete Wealth Management increased its W.P. Carey (WPC) stake by 1.3% in Q2 2026, buying an estimated $1.1K and bringing the position to 1,175 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #103.

Proathlete Wealth Management first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Proathlete Wealth Management held 1,175 shares of W.P. Carey worth $84K as of Q2 2026.
  • Proathlete Wealth Management bought 15 W.P. Carey shares in Q2 2026, an estimated $1.1K.
  • W.P. Carey made up 0.02% of Proathlete Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Proathlete Wealth Management first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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