Strategic Blueprint
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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
Q3 		– Sell
-2,798
Closed -$200K – 728
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Strategic Blueprint's WPC Position: Q3 2026 in Review

Strategic Blueprint sold out of W.P. Carey (WPC) in Q3 2026, closing a stake of 2,798 shares — an estimated $200K sold.

Strategic Blueprint first reported a position in WPC in Q2 2021 and held it in 9 quarters. The position peaked at $378K in Q2 2022. 547 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Strategic Blueprint reported no remaining W.P. Carey position as of Q3 2026 after selling out during the quarter.
  • Strategic Blueprint sold 2,798 W.P. Carey shares in Q3 2026, an estimated $200K.
  • Strategic Blueprint first reported a position in W.P. Carey in Q2 2021 and held it in 9 quarters.
  • Strategic Blueprint's W.P. Carey position peaked at $378K in Q2 2022.
  • 547 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.