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 Q3	$711	Sell	11 -103	-90%	-$7.31K	﹤0.01%	1009
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Strategic Wealth Partners's WPC Position: Q3 2026 in Review

Strategic Wealth Partners reduced its W.P. Carey (WPC) stake by 90% in Q3 2026, selling an estimated $7.31K and leaving 11 shares worth $711. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Strategic Wealth Partners first reported a position in WPC in Q1 2018 and has held it in 13 quarters since. The position peaked at $73K in Q1 2019. 748 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Strategic Wealth Partners held 11 shares of W.P. Carey worth $711 as of Q3 2026.
Strategic Wealth Partners sold 103 W.P. Carey shares in Q3 2026, an estimated $7.31K.
W.P. Carey made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q3 2026, its #1009 holding.
Strategic Wealth Partners first reported a position in W.P. Carey in Q1 2018 and has held it in 13 quarters since.
Strategic Wealth Partners's W.P. Carey position peaked at $73K in Q1 2019.
748 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.