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Rossby Financial’s W.P. Carey WPC Stock Holding History

Rossby Financial’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 		$227K Buy
3,169
+1,651
+109% +$121K 0.04% 360
2026
Q1 		$105K Buy
1,518
+1,160
+324% +$81.4K 0.02% 528
2025
Q4 		$23K Sell
358
-25
-7% -$1.67K 0.01% 700
2025
Q3 		$26.2K Buy
383
+35
+10% +$2.29K 0.01% 656
2025
Q2 		$21.7K Hold
348
– – 0.01% 638
2025
Q1 		$21.1K Buy
+348
New +$20.6K 0.01% 608

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

Rossby Financial's WPC Position: Q2 2026 in Review

Rossby Financial increased its W.P. Carey (WPC) stake by 109% in Q2 2026, buying an estimated $121K and bringing the position to 3,169 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #360.

Rossby Financial first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Rossby Financial held 3,169 shares of W.P. Carey worth $227K as of Q2 2026.
  • Rossby Financial bought 1,651 W.P. Carey shares in Q2 2026, an estimated $121K.
  • W.P. Carey made up 0.04% of Rossby Financial's portfolio in Q2 2026, its #360 holding.
  • Rossby Financial first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.