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Summit Financial’s W.P. Carey WPC Stock Holding History

Summit Financial’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
Q1 		$1.43M Buy
20,738
+297
+1% +$20.8K 0.02% 668
2025
Q4 		$1.33M Sell
20,441
-838
-4% -$55.8K 0.02% 583
2025
Q3 		$1.44M Buy
21,279
+302
+1% +$19.8K 0.02% 554
2025
Q2 		$1.33M Buy
20,977
+1,683
+9% +$104K 0.03% 361
2025
Q1 		$1.22M Buy
19,294
+1,837
+11% +$109K 0.03% 332
2024
Q4 		$966K Sell
17,457
-523
-3% -$29.8K 0.03% 322
2024
Q3 		$1.14M Sell
17,980
-3,407
-16% -$202K 0.04% 235
2024
Q2 		$1.2M Buy
21,387
+11,537
+117% +$650K 0.05% 206
2024
Q1 		$564K Buy
+9,850
New +$590K 0.03% 236

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Financial's WPC Position: Q1 2026 in Review

Summit Financial increased its W.P. Carey (WPC) stake by 1.5% in Q1 2026, buying an estimated $20.8K and bringing the position to 20,738 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #668.

Summit Financial first reported a position in WPC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Summit Financial held 20,738 shares of W.P. Carey worth $1.43M as of Q1 2026.
  • Summit Financial bought 297 W.P. Carey shares in Q1 2026, an estimated $20.8K.
  • W.P. Carey made up 0.02% of Summit Financial's portfolio in Q1 2026, its #668 holding.
  • Summit Financial first reported a position in W.P. Carey in Q1 2024 and has held it in 9 quarters since.
  • Summit Financial's W.P. Carey position peaked at $1.44M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.