Prospera Financial Services
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Prospera Financial Services’s W.P. Carey WPC Stock Holding History

Prospera Financial Services’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
Q3 		$248K Buy
3,862
+91
+2% +$6.46K ﹤0.01% 1348
2026
Q2 		$270K Buy
3,771
+272
+8% +$19.9K ﹤0.01% 1275
2026
Q1 		$238K Sell
3,499
-16
-0.5% -$1.12K ﹤0.01% 1291
2025
Q4 		$226K Sell
3,515
-299
-8% -$19.9K ﹤0.01% 1248
2025
Q3 		$258K Sell
3,814
-792
-17% -$51.8K ﹤0.01% 1203
2025
Q2 		$288K Buy
4,606
+511
+12% +$31.5K 0.01% 1127
2025
Q1 		$259K Sell
4,095
-1,305
-24% -$77.2K 0.01% 1045
2024
Q4 		$294K Sell
5,400
-716
-12% -$40.8K 0.01% 940
2024
Q3 		$381K Sell
6,116
-28
-0.5% -$1.66K 0.01% 828
2024
Q2 		$338K Buy
6,144
+490
+9% +$27.6K 0.01% 869
2024
Q1 		$319K Buy
+5,654
New +$338K 0.01% 880
2022
Q3 		– Sell
-1,346
Closed -$109K – 1590
2022
Q2 		$109K Sell
1,346
-578
-30% -$46.6K 0.01% 878
2022
Q1 		$152K Buy
+1,924
New +$148K 0.01% 968
2020
Q4 		– Sell
-1,050
Closed -$67K – 1585
2020
Q3 		$67K Buy
+1,050
New +$70.8K 0.03% 526

Other funds holding WPC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prospera Financial Services's WPC Position: Q3 2026 in Review

Prospera Financial Services increased its W.P. Carey (WPC) stake by 2.4% in Q3 2026, buying an estimated $6.46K and bringing the position to 3,862 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Prospera Financial Services first reported a position in WPC in Q3 2020 and has held it in 14 quarters since. The position peaked at $381K in Q3 2024. 526 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Prospera Financial Services held 3,862 shares of W.P. Carey worth $248K as of Q3 2026.
  • Prospera Financial Services bought 91 W.P. Carey shares in Q3 2026, an estimated $6.46K.
  • W.P. Carey made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1348 holding.
  • Prospera Financial Services first reported a position in W.P. Carey in Q3 2020 and has held it in 14 quarters since.
  • Prospera Financial Services's W.P. Carey position peaked at $381K in Q3 2024.
  • 526 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.