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Strengthening Families & Communities LLC’s W.P. Carey WPC Stock Holding History

Strengthening Families & Communities LLC’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 		$31.9K Sell
446
-53
-11% -$3.88K 0.01% 242
2026
Q1 		$33.9K Buy
499
+6
+1% +$421 0.01% 232
2025
Q4 		$31.7K Buy
493
+5
+1% +$333 0.01% 160
2025
Q3 		$33K Sell
488
-61
-11% -$3.99K 0.01% 274
2025
Q2 		$34.3K Buy
549
+8
+1% +$493 0.02% 173
2025
Q1 		$34.2K Sell
541
-50
-8% -$2.96K 0.02% 180
2024
Q4 		$32K Sell
591
-26
-4% -$1.48K 0.02% 177
2024
Q3 		$38.5K Buy
617
+9
+1% +$533 0.01% 261
2024
Q2 		$33K Buy
608
+9
+2% +$507 0.01% 285
2024
Q1 		$34K Sell
599
-41
-6% -$2.45K 0.02% 126
2023
Q4 		$41.5K Sell
640
-6
-0.9% -$346 0.03% 106
2023
Q3 		$34K Buy
646
+10
+2% +$641 0.01% 238
2023
Q2 		$42K Buy
+636
New +$44.2K 0.02% 221
2022
Q4 		$47K Buy
619
+62
+11% +$4.66K 0.03% 152
2022
Q3 		$38K Buy
557
+14
+3% +$1.15K 0.02% 238
2022
Q2 		$43K Hold
543
– – 0.03% 156
2022
Q1 		$43K Sell
543
-7
-1% -$537 0.03% 156
2021
Q4 		$44K Buy
+550
New +$42.1K 0.01% 150

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 $3.38T AUM 44.17% 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

Strengthening Families & Communities LLC's WPC Position: Q2 2026 in Review

Strengthening Families & Communities LLC reduced its W.P. Carey (WPC) stake by 11% in Q2 2026, selling an estimated $3.88K and leaving 446 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #242.

Strengthening Families & Communities LLC first reported a position in WPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $47K in Q4 2022. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Strengthening Families & Communities LLC held 446 shares of W.P. Carey worth $31.9K as of Q2 2026.
  • Strengthening Families & Communities LLC sold 53 W.P. Carey shares in Q2 2026, an estimated $3.88K.
  • W.P. Carey made up 0.01% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #242 holding.
  • Strengthening Families & Communities LLC first reported a position in W.P. Carey in Q4 2021 and has held it in 18 quarters since.
  • Strengthening Families & Communities LLC's W.P. Carey position peaked at $47K in Q4 2022.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.