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Summit Securities Group’s W.P. Carey WPC Stock Holding History

Summit Securities 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
2021
Q4 		– Sell
-128
Closed -$913K – 977
2021
Q3 		$913K Buy
128
+100
+357% +$7.61K 0.07% 276
2021
Q2 		$201K Sell
28
-42
-60% -$3.07K 0.02% 657
2021
Q1 		$488K Buy
+70
New +$4.69K 0.05% 325

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 Securities Group's WPC Position: Q2 2026 in Review

Summit Securities Group sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 300 shares — an estimated $20.4K sold.

Summit Securities Group first reported a position in WPC in Q2 2014 and held it in 20 quarters. The position peaked at $2.36M in Q4 2023. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Summit Securities Group reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 300 W.P. Carey shares in Q2 2026, an estimated $20.4K.
  • Summit Securities Group first reported a position in W.P. Carey in Q2 2014 and held it in 20 quarters.
  • Summit Securities Group's W.P. Carey position peaked at $2.36M in Q4 2023.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.