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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
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 – 461
2025
Q2 		$204K Buy
+3,219
New +$198K 0.05% 233

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 Wealth Group (Colorado)'s WPC Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its W.P. Carey (WPC) stake by 301% in Q1 2026, buying an estimated $792K and bringing the position to 15,046 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #105.

Summit Wealth Group (Colorado) first reported a position in WPC in Q2 2025 and has held it in 3 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Summit Wealth Group (Colorado) held 15,046 shares of W.P. Carey worth $1.02M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 11,295 W.P. Carey shares in Q1 2026, an estimated $792K.
  • W.P. Carey made up 0.11% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #105 holding.
  • Summit Wealth Group (Colorado) first reported a position in W.P. Carey in Q2 2025 and has held it in 3 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.