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Turning Point Benefit Group’s W.P. Carey WPC Stock Holding History

Turning Point Benefit 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
Q2 		$214K Buy
+2,996
New +$220K 0.09% 109
2026
Q1 		– Sell
-2,511
Closed -$162K – 800
2025
Q4 		$162K Buy
2,511
+148
+6% +$9.86K 0.08% 99
2025
Q3 		$162K Buy
+2,363
New +$155K 0.1% 88

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

Turning Point Benefit Group's WPC Position: Q2 2026 in Review

Turning Point Benefit Group opened a new position in W.P. Carey (WPC) in Q2 2026: 2,996 shares worth $214K. The stake represents 0.09% of the portfolio and ranks #109 among its holdings. This is a return to the name: Turning Point Benefit Group previously reported a position in WPC as recently as Q4 2025.

Turning Point Benefit Group first reported a position in WPC in Q3 2025 and has held it in 3 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Turning Point Benefit Group held 2,996 shares of W.P. Carey worth $214K as of Q2 2026.
  • W.P. Carey was a new Turning Point Benefit Group position in Q2 2026.
  • W.P. Carey made up 0.09% of Turning Point Benefit Group's portfolio in Q2 2026, its #109 holding.
  • Turning Point Benefit Group first reported a position in W.P. Carey in Q3 2025 and has held it in 3 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.