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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
Q2 		$1.44M Sell
19,812
-926
-4% -$67.9K 0.02% 724
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 $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

Summit Financial's WPC Position: Q2 2026 in Review

Summit Financial reduced its W.P. Carey (WPC) stake by 4.5% in Q2 2026, selling an estimated $67.9K and leaving 19,812 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #724.

Summit Financial first reported a position in WPC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.44M in Q3 2025. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Summit Financial held 19,812 shares of W.P. Carey worth $1.44M as of Q2 2026.
  • Summit Financial sold 926 W.P. Carey shares in Q2 2026, an estimated $67.9K.
  • W.P. Carey made up 0.02% of Summit Financial's portfolio in Q2 2026, its #724 holding.
  • Summit Financial first reported a position in W.P. Carey in Q1 2024 and has held it in 10 quarters since.
  • Summit Financial's W.P. Carey position peaked at $1.44M in Q3 2025.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.