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SHP Wealth Management’s W.P. Carey WPC Stock Holding History

SHP Wealth Management’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 		$34.8K Buy
486
+8
+2% +$586 ﹤0.01% 632
2026
Q1 		$32.5K Sell
478
-251
-34% -$17.6K ﹤0.01% 600
2025
Q4 		$46.9K Buy
+729
New +$48.5K ﹤0.01% 492

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 $3.38T AUM 44.17% 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

SHP Wealth Management's WPC Position: Q2 2026 in Review

SHP Wealth Management increased its W.P. Carey (WPC) stake by 1.7% in Q2 2026, buying an estimated $586 and bringing the position to 486 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

SHP Wealth Management first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.9K in Q4 2025. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • SHP Wealth Management held 486 shares of W.P. Carey worth $34.8K as of Q2 2026.
  • SHP Wealth Management bought 8 W.P. Carey shares in Q2 2026, an estimated $586.
  • W.P. Carey made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #632 holding.
  • SHP Wealth Management first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's W.P. Carey position peaked at $46.9K in Q4 2025.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.