Strategic Blueprint’s W.P. Carey WPC Stock Holding History

Strategic Blueprint’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	$200K	Buy	+2,798	New	+$205K	0.01%	683
2023 Q3	–	Sell	-3,229	Closed	-$214K	–	572
2023 Q2	$214K	Buy	3,229 +81	+3%	+$5.63K	0.02%	508
2023 Q1	$239K	Sell	3,148 -229	-7%	-$18.2K	0.02%	466
2022 Q4	$259K	Sell	3,377 -1,658	-33%	-$125K	0.03%	432
2022 Q3	$344K	Buy	5,035 +383	+8%	+$31.4K	0.04%	340
2022 Q2	$378K	Buy	4,652 +1,412	+44%	+$114K	0.05%	319
2022 Q1	$256K	Buy	3,240 +317	+11%	+$24.3K	0.03%	422
2021 Q4	$235K	Buy	+2,923	New	+$224K	0.03%	430
2021 Q3	–	Sell	-1,320	Closed	-$96K	–	1329
2021 Q2	$96K	Buy	+1,320	New	+$96.6K	0.02%	505

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Strategic Blueprint's WPC Position: Q2 2026 in Review

Strategic Blueprint opened a new position in W.P. Carey (WPC) in Q2 2026: 2,798 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: Strategic Blueprint previously reported a position in WPC as recently as Q2 2023.

Strategic Blueprint first reported a position in WPC in Q2 2021 and has held it in 9 quarters since. The position peaked at $378K in Q2 2022. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Strategic Blueprint held 2,798 shares of W.P. Carey worth $200K as of Q2 2026.
W.P. Carey was a new Strategic Blueprint position in Q2 2026.
W.P. Carey made up 0.01% of Strategic Blueprint's portfolio in Q2 2026, its #683 holding.
Strategic Blueprint first reported a position in W.P. Carey in Q2 2021 and has held it in 9 quarters since.
Strategic Blueprint's W.P. Carey position peaked at $378K in Q2 2022.
903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.