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Steigerwald Gordon & Koch’s W.P. Carey WPC Stock Holding History

Steigerwald Gordon & Koch’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 		$40.5K Buy
+567
New +$41.6K ﹤0.01% 338

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

Steigerwald Gordon & Koch's WPC Position: Q2 2026 in Review

Steigerwald Gordon & Koch opened a new position in W.P. Carey (WPC) in Q2 2026: 567 shares worth $40.5K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings.

895 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Steigerwald Gordon & Koch held 567 shares of W.P. Carey worth $40.5K as of Q2 2026.
  • W.P. Carey was a new Steigerwald Gordon & Koch position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #338 holding.
  • 895 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.