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

Summit Wealth 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
2026
Q2 		$359K Buy
5,023
+13
+0.3% +$953 0.07% 94
2026
Q1 		$340K Buy
5,010
+14
+0.3% +$982 0.08% 93
2025
Q4 		$322K Buy
4,996
+13
+0.3% +$866 0.08% 93
2025
Q3 		$337K Buy
4,983
+14
+0.3% +$916 0.08% 85
2025
Q2 		$310K Buy
4,969
+15
+0.3% +$924 0.08% 87
2025
Q1 		$313K Buy
4,954
+15
+0.3% +$888 0.09% 80
2024
Q4 		$269K Sell
4,939
-108
-2% -$6.15K 0.08% 81
2024
Q3 		$314K Hold
5,047
– – 0.09% 74
2024
Q2 		$278K Hold
5,047
– – 0.08% 72
2024
Q1 		$285K Hold
5,047
– – 0.19% 33
2023
Q4 		$327K Sell
5,047
-106
-2% -$6.11K 0.26% 29
2023
Q3 		$273K Hold
5,153
– – 0.24% 31
2023
Q2 		$341K Buy
5,153
+5,087
+7,708% +$354K 0.14% 57
2023
Q1 		$5K Sell
66
-4,991
-99% -$398K 0.12% 56
2022
Q4 		$387K Hold
5,057
– – 0.41% 25
2022
Q3 		$346K Buy
5,057
+216
+4% +$17.7K 0.41% 20
2022
Q2 		$393K Hold
4,841
– – 0.46% 20
2022
Q1 		$383K Hold
4,841
– – 0.4% 22
2021
Q4 		$389K Buy
+4,841
New +$371K 0.44% 21
2021
Q3 		– Sell
-4,841
Closed -$354K – 220
2021
Q2 		$354K Sell
4,841
-611
-11% -$44.7K 0.53% 17
2021
Q1 		$378K Hold
5,452
– – 0.61% 10
2020
Q4 		$377K Hold
5,452
– – 0.24% 33
2020
Q3 		$348K Hold
5,452
– – 0.3% 25
2020
Q2 		$361K Hold
5,452
– – 0.33% 23
2020
Q1 		$310K Hold
5,452
– – 0.31% 22
2019
Q4 		$427K Buy
+5,452
New +$457K 0.4% 21

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's WPC Position: Q2 2026 in Review

Summit Wealth Group increased its W.P. Carey (WPC) stake by 0.26% in Q2 2026, buying an estimated $953 and bringing the position to 5,023 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #94.

Summit Wealth Group first reported a position in WPC in Q4 2019 and has held it in 26 quarters since. The position peaked at $427K in Q4 2019. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Summit Wealth Group held 5,023 shares of W.P. Carey worth $359K as of Q2 2026.
  • Summit Wealth Group bought 13 W.P. Carey shares in Q2 2026, an estimated $953.
  • W.P. Carey made up 0.07% of Summit Wealth Group's portfolio in Q2 2026, its #94 holding.
  • Summit Wealth Group first reported a position in W.P. Carey in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Group's W.P. Carey position peaked at $427K in Q4 2019.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.