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Retirement Planning Company of New England’s W.P. Carey WPC Stock Holding History

Retirement Planning Company of New England’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 		$412K Sell
5,761
-98
-2% -$7.18K 0.15% 158
2026
Q1 		$398K Buy
5,859
+50
+0.9% +$3.51K 0.16% 153
2025
Q4 		$374K Sell
5,809
-584
-9% -$38.9K 0.15% 162
2025
Q3 		$432K Sell
6,393
-8
-0.1% -$524 0.17% 151
2025
Q2 		$399K Buy
6,401
+178
+3% +$11K 0.18% 151
2025
Q1 		$393K Buy
6,223
+118
+2% +$6.99K 0.2% 141
2024
Q4 		$333K Buy
6,105
+1,549
+34% +$88.3K 0.16% 162
2024
Q3 		$284K Sell
4,556
-1,230
-21% -$72.9K 0.14% 176
2024
Q2 		$319K Sell
5,786
-369
-6% -$20.8K 0.17% 149
2024
Q1 		$347K Buy
6,155
+984
+19% +$58.9K 0.19% 145
2023
Q4 		$335K Buy
5,171
+187
+4% +$10.8K 0.15% 158
2023
Q3 		$264K Buy
4,984
+226
+5% +$14.5K 0.15% 151
2023
Q2 		$315K Buy
4,758
+100
+2% +$6.95K 0.18% 153
2023
Q1 		$353K Buy
4,658
+237
+5% +$18.9K 0.21% 136
2022
Q4 		$338K Buy
4,421
+11
+0.2% +$826 0.22% 133
2022
Q3 		$301K Buy
4,410
+7
+0.2% +$573 0.22% 144
2022
Q2 		$357K Buy
4,403
+10
+0.2% +$807 0.24% 124
2022
Q1 		$347K Buy
4,393
+11
+0.3% +$844 0.2% 146
2021
Q4 		$352K Buy
+4,382
New +$335K 0.17% 142

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Retirement Planning Company of New England's WPC Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its W.P. Carey (WPC) stake by 1.7% in Q2 2026, selling an estimated $7.18K and leaving 5,761 shares worth $412K. The position accounts for 0.15% of the portfolio, ranked #158.

Retirement Planning Company of New England first reported a position in WPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $432K in Q3 2025. 494 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Retirement Planning Company of New England held 5,761 shares of W.P. Carey worth $412K as of Q2 2026.
  • Retirement Planning Company of New England sold 98 W.P. Carey shares in Q2 2026, an estimated $7.18K.
  • W.P. Carey made up 0.15% of Retirement Planning Company of New England's portfolio in Q2 2026, its #158 holding.
  • Retirement Planning Company of New England first reported a position in W.P. Carey in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's W.P. Carey position peaked at $432K in Q3 2025.
  • 494 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.