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SummitTX Capital’s W.P. Carey WPC Stock Holding History

SummitTX Capital’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 		$2.89M Buy
+40,395
New +$2.96M 0.07% 280
2025
Q2 		– Sell
-8,361
Closed -$528K – 1038
2025
Q1 		$528K Buy
+8,361
New +$495K 0.02% 538

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 $3.38T AUM 44.17% 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

SummitTX Capital's WPC Position: Q2 2026 in Review

SummitTX Capital opened a new position in W.P. Carey (WPC) in Q2 2026: 40,395 shares worth $2.89M. The stake represents 0.07% of the portfolio and ranks #280 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in WPC as recently as Q1 2025.

SummitTX Capital first reported a position in WPC in Q1 2025 and has held it in 2 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • SummitTX Capital held 40,395 shares of W.P. Carey worth $2.89M as of Q2 2026.
  • W.P. Carey was a new SummitTX Capital position in Q2 2026.
  • W.P. Carey made up 0.07% of SummitTX Capital's portfolio in Q2 2026, its #280 holding.
  • SummitTX Capital first reported a position in W.P. Carey in Q1 2025 and has held it in 2 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.