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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
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

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 Wealth Group (Colorado)'s WPC Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its W.P. Carey (WPC) stake by 4.9% in Q2 2026, selling an estimated $54.5K and leaving 14,302 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #128.

Summit Wealth Group (Colorado) first reported a position in WPC in Q2 2025 and has held it in 4 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Summit Wealth Group (Colorado) held 14,302 shares of W.P. Carey worth $1.02M as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 744 W.P. Carey shares in Q2 2026, an estimated $54.5K.
  • W.P. Carey made up 0.08% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #128 holding.
  • Summit Wealth Group (Colorado) first reported a position in W.P. Carey in Q2 2025 and has held it in 4 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.