Summit Wealth Group (Colorado)
WPC icon

Summit Wealth Group (Colorado)’s W.P. Carey WPC Stock Holding History

Summit Wealth Group (Colorado)’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
Q3 		$765K Sell
11,841
-2,461
-17% -$175K 0.05% 196
2026
Q2 		$1.02M Sell
14,302
-744
-5% -$54.5K 0.08% 128
2026
Q1 		$1.02M Buy
15,046
+11,295
+301% +$792K 0.11% 105
2025
Q4 		$241K Buy
+3,751
New +$250K 0.03% 245
2025
Q3 		– Sell
-3,219
Closed -$204K – 637
2025
Q2 		$204K Buy
+3,219
New +$198K 0.05% 233

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Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM

Summit Wealth Group (Colorado)'s WPC Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its W.P. Carey (WPC) stake by 17% in Q3 2026, selling an estimated $175K and leaving 11,841 shares worth $765K. The position accounts for 0.05% of the portfolio, ranked #196.

Summit Wealth Group (Colorado) first reported a position in WPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q2 2026. 397 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Summit Wealth Group (Colorado) held 11,841 shares of W.P. Carey worth $765K as of Q3 2026.
  • Summit Wealth Group (Colorado) sold 2,461 W.P. Carey shares in Q3 2026, an estimated $175K.
  • W.P. Carey made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #196 holding.
  • Summit Wealth Group (Colorado) first reported a position in W.P. Carey in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s W.P. Carey position peaked at $1.02M in Q2 2026.
  • 397 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.