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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 $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 Securities Group's WPC Position: Q1 2026 in Review

Summit Securities Group reduced its W.P. Carey (WPC) stake by 73% in Q1 2026, selling an estimated $56.1K and leaving 300 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Summit Securities Group first reported a position in WPC in Q2 2014 and has held it in 20 quarters since. The position peaked at $2.36M in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Summit Securities Group held 300 shares of W.P. Carey worth $20.4K as of Q1 2026.
  • Summit Securities Group sold 800 W.P. Carey shares in Q1 2026, an estimated $56.1K.
  • W.P. Carey made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #517 holding.
  • Summit Securities Group first reported a position in W.P. Carey in Q2 2014 and has held it in 20 quarters since.
  • Summit Securities Group's W.P. Carey position peaked at $2.36M in Q4 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.