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Twin Peaks Wealth Advisors’s W.P. Carey WPC Stock Holding History

Twin Peaks Wealth 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 		– Sell
-264
Closed -$17.9K – 2220
2026
Q1 		$17.9K Buy
+264
New +$18.5K ﹤0.01% 766
2025
Q3 		– Sell
-87
Closed -$5.7K – 2150
2025
Q2 		$5.7K Buy
+87
New +$5.36K ﹤0.01% 1247

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 $3.37T AUM 44.26% 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

Twin Peaks Wealth Advisors's WPC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 264 shares — an estimated $17.9K sold.

Twin Peaks Wealth Advisors first reported a position in WPC in Q2 2025 and held it in 2 quarters. The position peaked at $17.9K in Q1 2026. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 264 W.P. Carey shares in Q2 2026, an estimated $17.9K.
  • Twin Peaks Wealth Advisors first reported a position in W.P. Carey in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's W.P. Carey position peaked at $17.9K in Q1 2026.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.