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Revolve Wealth Partners’s W.P. Carey WPC Stock Holding History

Revolve Wealth Partners’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 		$243K Buy
+3,398
New +$249K 0.03% 305

Other funds holding WPC

BlackRock
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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

Revolve Wealth Partners's WPC Position: Q2 2026 in Review

Revolve Wealth Partners opened a new position in W.P. Carey (WPC) in Q2 2026: 3,398 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #305 among its holdings.

900 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Revolve Wealth Partners held 3,398 shares of W.P. Carey worth $243K as of Q2 2026.
  • W.P. Carey was a new Revolve Wealth Partners position in Q2 2026.
  • W.P. Carey made up 0.03% of Revolve Wealth Partners's portfolio in Q2 2026, its #305 holding.
  • 900 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.