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Synergy Investment Management’s W.P. Carey WPC Stock Holding History

Synergy Investment Management’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 		$75 Buy
+1
New +$73 ﹤0.01% 1075
2025
Q1 		– Sell
-48
Closed -$2.62K – 671
2024
Q4 		$2.62K Buy
+48
New +$2.73K ﹤0.01% 548

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

Synergy Investment Management's WPC Position: Q2 2026 in Review

Synergy Investment Management opened a new position in W.P. Carey (WPC) in Q2 2026: 1 share worth $75. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in WPC as recently as Q4 2024.

Synergy Investment Management first reported a position in WPC in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.62K in Q4 2024. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Synergy Investment Management held 1 share of W.P. Carey worth $75 as of Q2 2026.
  • W.P. Carey was a new Synergy Investment Management position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #1075 holding.
  • Synergy Investment Management first reported a position in W.P. Carey in Q4 2024 and has held it in 2 quarters since.
  • Synergy Investment Management's W.P. Carey position peaked at $2.62K in Q4 2024.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.