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Strathmore Capital Advisors’s W.P. Carey WPC Stock Holding History

Strathmore Capital Advisors’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 		$285K Sell
3,791
-536
-12% -$39.3K 0.08% 116
2026
Q1 		$316K Hold
4,327
– – 0.09% 106
2025
Q4 		$278K Hold
4,327
– – 0.09% 102
2025
Q3 		$292K Hold
4,327
– – 0.12% 90
2025
Q2 		$267K Buy
+4,327
New +$266K 0.12% 94
2024
Q4 		$236K Buy
+4,327
New +$247K 0.17% 35

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

Strathmore Capital Advisors's WPC Position: Q2 2026 in Review

Strathmore Capital Advisors reduced its W.P. Carey (WPC) stake by 12% in Q2 2026, selling an estimated $39.3K and leaving 3,791 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #116.

Strathmore Capital Advisors first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $316K in Q1 2026. 896 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Strathmore Capital Advisors held 3,791 shares of W.P. Carey worth $285K as of Q2 2026.
  • Strathmore Capital Advisors sold 536 W.P. Carey shares in Q2 2026, an estimated $39.3K.
  • W.P. Carey made up 0.08% of Strathmore Capital Advisors's portfolio in Q2 2026, its #116 holding.
  • Strathmore Capital Advisors first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • Strathmore Capital Advisors's W.P. Carey position peaked at $316K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.