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
2025 Q2	–	Sell	-8,361	Closed	-$528K	–	1038
2025 Q1	$528K	Buy	+8,361	New	+$495K	0.02%	538

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SummitTX Capital's WPC Position: Q2 2025 in Review

SummitTX Capital sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 8,361 shares — an estimated $528K sold.

SummitTX Capital first reported a position in WPC in Q1 2025 and held it in 1 quarter. The position peaked at $528K in Q1 2025. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

SummitTX Capital reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
SummitTX Capital sold 8,361 W.P. Carey shares in Q2 2025, an estimated $528K.
SummitTX Capital first reported a position in W.P. Carey in Q1 2025 and held it in 1 quarter.
SummitTX Capital's W.P. Carey position peaked at $528K in Q1 2025.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on SummitTX Capital's 13F filing for Q2 2025, filed 14 Aug 2025.