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Transamerica Financial Advisors’s W.P. Carey WPC Stock Holding History

Transamerica Financial Advisors’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 		$199K Sell
2,743
-317
-10% -$23.2K 0.02% 423
2026
Q1 		$211K Buy
3,060
+1,515
+98% +$106K 0.02% 394
2025
Q4 		$101K Buy
1,545
+513
+50% +$34.2K 0.01% 455
2025
Q3 		$70.6K Buy
+1,032
New +$67.6K 0.01% 443
2016
Q2 		– Sell
-2,198
Closed -$135K – 707
2016
Q1 		$135K Buy
2,198
+3
+0.1% +$170 0.01% 303
2015
Q4 		$127K Hold
2,195
– – 0.01% 328
2015
Q3 		$125K Hold
2,195
– – 0.01% 316
2015
Q2 		$127K Buy
2,195
+46
+2% +$2.88K 0.01% 367
2015
Q1 		$144K Buy
2,149
+714
+50% +$49.1K 0.01% 350
2014
Q4 		$99K Buy
+1,435
New +$94.8K 0.01% 321
2014
Q3 		– Sell
-715
Closed -$46K – 719
2014
Q2 		$46K Buy
+715
New +$43.6K ﹤0.01% 377

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

Transamerica Financial Advisors's WPC Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its W.P. Carey (WPC) stake by 10% in Q2 2026, selling an estimated $23.2K and leaving 2,743 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #423.

Transamerica Financial Advisors first reported a position in WPC in Q2 2014 and has held it in 11 quarters since. The position peaked at $211K in Q1 2026. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Transamerica Financial Advisors held 2,743 shares of W.P. Carey worth $199K as of Q2 2026.
  • Transamerica Financial Advisors sold 317 W.P. Carey shares in Q2 2026, an estimated $23.2K.
  • W.P. Carey made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #423 holding.
  • Transamerica Financial Advisors first reported a position in W.P. Carey in Q2 2014 and has held it in 11 quarters since.
  • Transamerica Financial Advisors's W.P. Carey position peaked at $211K in Q1 2026.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.