Root Financial Partners
WPC icon

Root Financial Partners’s W.P. Carey WPC Stock Holding History

Root Financial 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
Q3 		$48.5K Buy
+750
New +$53.2K ﹤0.01% 1105
2026
Q2 		– Sell
-272
Closed -$18.5K – 3185
2026
Q1 		$18.5K Sell
272
-4,501
-94% -$316K ﹤0.01% 1359
2025
Q4 		$307K Buy
4,773
+11
+0.2% +$733 0.02% 224
2025
Q3 		$322K Buy
+4,762
New +$312K 0.02% 205

Other funds holding WPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's WPC Position: Q3 2026 in Review

Root Financial Partners opened a new position in W.P. Carey (WPC) in Q3 2026: 750 shares worth $48.5K. The stake represents ﹤0.01% of the portfolio and ranks #1105 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WPC as recently as Q1 2026.

Root Financial Partners first reported a position in WPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $322K in Q3 2025. 748 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Root Financial Partners held 750 shares of W.P. Carey worth $48.5K as of Q3 2026.
  • W.P. Carey was a new Root Financial Partners position in Q3 2026.
  • W.P. Carey made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1105 holding.
  • Root Financial Partners first reported a position in W.P. Carey in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's W.P. Carey position peaked at $322K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.