SWP
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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
Q2 		$8.15K Sell
114
-196
-63% -$14.4K ﹤0.01% 964
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
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

Strategic Wealth Partners's WPC Position: Q2 2026 in Review

Strategic Wealth Partners reduced its W.P. Carey (WPC) stake by 63% in Q2 2026, selling an estimated $14.4K and leaving 114 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Strategic Wealth Partners first reported a position in WPC in Q1 2018 and has held it in 12 quarters since. The position peaked at $73K in Q1 2019. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Strategic Wealth Partners held 114 shares of W.P. Carey worth $8.15K as of Q2 2026.
  • Strategic Wealth Partners sold 196 W.P. Carey shares in Q2 2026, an estimated $14.4K.
  • W.P. Carey made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #964 holding.
  • Strategic Wealth Partners first reported a position in W.P. Carey in Q1 2018 and has held it in 12 quarters since.
  • Strategic Wealth Partners's W.P. Carey position peaked at $73K in Q1 2019.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.