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 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	Sell	5,153 -386,513	-99%	-$26.9M	0.14%	57
2023 Q1	$5K	Buy	391,666 +386,609	+7,645%	+$30.8M	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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Wealth Group's WPC Position: Q1 2026 in Review

Summit Wealth Group increased its W.P. Carey (WPC) stake by 0.28% in Q1 2026, buying an estimated $982 and bringing the position to 5,010 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #93.

Summit Wealth Group first reported a position in WPC in Q4 2019 and has held it in 25 quarters since. The position peaked at $427K in Q4 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Summit Wealth Group held 5,010 shares of W.P. Carey worth $340K as of Q1 2026.
Summit Wealth Group bought 14 W.P. Carey shares in Q1 2026, an estimated $982.
W.P. Carey made up 0.08% of Summit Wealth Group's portfolio in Q1 2026, its #93 holding.
Summit Wealth Group first reported a position in W.P. Carey in Q4 2019 and has held it in 25 quarters since.
Summit Wealth Group's W.P. Carey position peaked at $427K in Q4 2019.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.