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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
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 $6.73T 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

Root Financial Partners's WPC Position: Q2 2026 in Review

Root Financial Partners sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 272 shares — an estimated $18.5K sold.

Root Financial Partners first reported a position in WPC in Q3 2025 and held it in 3 quarters. The position peaked at $322K in Q3 2025. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Root Financial Partners reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 272 W.P. Carey shares in Q2 2026, an estimated $18.5K.
  • Root Financial Partners first reported a position in W.P. Carey in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's W.P. Carey position peaked at $322K in Q3 2025.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.