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Stronghold Wealth Management’s W.P. Carey WPC Stock Holding History

Stronghold Wealth Management’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 		$410K Buy
5,740
+36
+0.6% +$2.64K 0.55% 55
2026
Q1 		$388K Sell
5,704
-35
-0.6% -$2.46K 0.59% 50
2025
Q4 		$369K Buy
+5,739
New +$382K 0.55% 56

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

Stronghold Wealth Management's WPC Position: Q2 2026 in Review

Stronghold Wealth Management increased its W.P. Carey (WPC) stake by 0.63% in Q2 2026, buying an estimated $2.64K and bringing the position to 5,740 shares worth $410K. The position accounts for 0.55% of the portfolio, ranked #55.

Stronghold Wealth Management first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 899 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Stronghold Wealth Management held 5,740 shares of W.P. Carey worth $410K as of Q2 2026.
  • Stronghold Wealth Management bought 36 W.P. Carey shares in Q2 2026, an estimated $2.64K.
  • W.P. Carey made up 0.55% of Stronghold Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Stronghold Wealth Management first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • 899 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.