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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Turning Point Benefit Group's WPC Position: Q1 2026 in Review

Turning Point Benefit Group sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 2,511 shares — an estimated $162K sold.

Turning Point Benefit Group first reported a position in WPC in Q3 2025 and held it in 2 quarters. The position peaked at $162K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Turning Point Benefit Group reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 2,511 W.P. Carey shares in Q1 2026, an estimated $162K.
  • Turning Point Benefit Group first reported a position in W.P. Carey in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's W.P. Carey position peaked at $162K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.