Strive Financial Group’s W.P. Carey WPC Stock Holding History

Strive Financial Group’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	$220K	Buy	+3,411	New	+$242K	0.07%	187

Other funds holding WPC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Strive Financial Group's WPC Position: Q3 2026 in Review

Strive Financial Group opened a new position in W.P. Carey (WPC) in Q3 2026: 3,411 shares worth $220K. The stake represents 0.07% of the portfolio and ranks #187 among its holdings.

547 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Strive Financial Group held 3,411 shares of W.P. Carey worth $220K as of Q3 2026.
W.P. Carey was a new Strive Financial Group position in Q3 2026.
W.P. Carey made up 0.07% of Strive Financial Group's portfolio in Q3 2026, its #187 holding.
547 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Strive Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.