Strategic Wealth Partners’s W.P. Carey WPC Stock Holding History

Strategic Wealth Partners’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 Q1	$21K	Sell	310 -35	-10%	-$2.46K	﹤0.01%	699
2025 Q4	$22.2K	Buy	345 +233	+208%	+$15.5K	﹤0.01%	678
2025 Q3	$7.57K	Sell	112 -758	-87%	-$49.6K	﹤0.01%	958
2025 Q2	$54.3K	Buy	+870	New	+$53.6K	﹤0.01%	487
2019 Q4	–	Sell	-341	Closed	-$30	–	514
2019 Q3	$30	Hold	341	–	–	﹤0.01%	339
2019 Q2	$27K	Sell	341 -614	-64%	-$48.6K	0.01%	291
2019 Q1	$73K	Hold	955	–	–	0.03%	206
2018 Q4	$65K	Buy	955 +432	+83%	+$28.1K	0.03%	208
2018 Q3	$33K	Buy	523 +182	+53%	+$11.7K	0.02%	270
2018 Q2	$22K	Hold	341	–	–	0.01%	369
2018 Q1	$21K	Buy	+341	New	+$21K	0.01%	345

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Strategic Wealth Partners's WPC Position: Q1 2026 in Review

Strategic Wealth Partners reduced its W.P. Carey (WPC) stake by 10% in Q1 2026, selling an estimated $2.46K and leaving 310 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Strategic Wealth Partners first reported a position in WPC in Q1 2018 and has held it in 11 quarters since. The position peaked at $73K in Q1 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Strategic Wealth Partners held 310 shares of W.P. Carey worth $21K as of Q1 2026.
Strategic Wealth Partners sold 35 W.P. Carey shares in Q1 2026, an estimated $2.46K.
W.P. Carey made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #699 holding.
Strategic Wealth Partners first reported a position in W.P. Carey in Q1 2018 and has held it in 11 quarters since.
Strategic Wealth Partners's W.P. Carey position peaked at $73K in Q1 2019.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.