PCG
WPC icon

Prosperity Consulting Group’s W.P. Carey WPC Stock Holding History

Prosperity Consulting 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 		$707K Buy
9,886
+394
+4% +$28.9K 0.03% 335
2026
Q1 		$645K Buy
9,492
+308
+3% +$21.6K 0.03% 316
2025
Q4 		$591K Buy
9,184
+29
+0.3% +$1.93K 0.03% 334
2025
Q3 		$619K Buy
+9,155
New +$599K 0.03% 316

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

Prosperity Consulting Group's WPC Position: Q2 2026 in Review

Prosperity Consulting Group increased its W.P. Carey (WPC) stake by 4.2% in Q2 2026, buying an estimated $28.9K and bringing the position to 9,886 shares worth $707K. The position accounts for 0.03% of the portfolio, ranked #335.

Prosperity Consulting Group first reported a position in WPC in Q3 2025 and has held it in 4 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Prosperity Consulting Group held 9,886 shares of W.P. Carey worth $707K as of Q2 2026.
  • Prosperity Consulting Group bought 394 W.P. Carey shares in Q2 2026, an estimated $28.9K.
  • W.P. Carey made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #335 holding.
  • Prosperity Consulting Group first reported a position in W.P. Carey in Q3 2025 and has held it in 4 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.