StackStone Wealth’s W.P. Carey WPC Stock Holding History

StackStone Wealth’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	$347K	Buy	+5,370	New	+$381K	0.03%	256

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

StackStone Wealth's WPC Position: Q3 2026 in Review

StackStone Wealth opened a new position in W.P. Carey (WPC) in Q3 2026: 5,370 shares worth $347K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings.

298 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

StackStone Wealth held 5,370 shares of W.P. Carey worth $347K as of Q3 2026.
W.P. Carey was a new StackStone Wealth position in Q3 2026.
W.P. Carey made up 0.03% of StackStone Wealth's portfolio in Q3 2026, its #256 holding.
298 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.