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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prosperity Consulting Group's WPC Position: Q1 2026 in Review

Prosperity Consulting Group increased its W.P. Carey (WPC) stake by 3.4% in Q1 2026, buying an estimated $21.6K and bringing the position to 9,492 shares worth $645K. The position accounts for 0.03% of the portfolio, ranked #316.

Prosperity Consulting Group first reported a position in WPC in Q3 2025 and has held it in 3 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Prosperity Consulting Group held 9,492 shares of W.P. Carey worth $645K as of Q1 2026.
  • Prosperity Consulting Group bought 308 W.P. Carey shares in Q1 2026, an estimated $21.6K.
  • W.P. Carey made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #316 holding.
  • Prosperity Consulting Group first reported a position in W.P. Carey in Q3 2025 and has held it in 3 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.