Venture Visionary Partners’s W.P. Carey WPC Stock Holding History

Venture Visionary Partners’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	$608K	Sell	8,499 -3,476	-29%	-$255K	0.02%	439
2026 Q1	$814K	Buy	11,975 +2,007	+20%	+$141K	0.03%	347
2025 Q4	$653K	Buy	+9,968	New	+$664K	0.02%	382
2025 Q3	–	Sell	-3,520	Closed	-$220K	–	685
2025 Q2	$220K	Sell	3,520 -174	-5%	-$10.7K	0.01%	543
2025 Q1	$233K	Buy	+3,694	New	+$219K	0.01%	505
2024 Q4	–	Sell	-3,220	Closed	-$201K	–	582
2024 Q3	$201K	Buy	+3,220	New	+$191K	0.01%	519
2024 Q2	–	Sell	-4,144	Closed	-$234K	–	593
2024 Q1	$234K	Buy	4,144 +574	+16%	+$34.4K	0.01%	498
2023 Q4	$231K	Buy	+3,570	New	+$206K	0.01%	469
2022 Q4	–	Sell	-4,946	Closed	-$338K	–	502
2022 Q3	$338K	Sell	4,946 -510	-9%	-$41.7K	0.03%	354
2022 Q2	$443K	Hold	5,456	–	–	0.03%	318
2022 Q1	$432K	Hold	5,456	–	–	0.03%	344
2021 Q4	$438K	Hold	5,456	–	–	0.03%	345
2021 Q3	$390K	Hold	5,456	–	–	0.03%	357
2021 Q2	$398K	Buy	+5,456	New	+$399K	0.03%	344

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Venture Visionary Partners's WPC Position: Q2 2026 in Review

Venture Visionary Partners reduced its W.P. Carey (WPC) stake by 29% in Q2 2026, selling an estimated $255K and leaving 8,499 shares worth $608K. The position accounts for 0.02% of the portfolio, ranked #439.

Venture Visionary Partners first reported a position in WPC in Q2 2021 and has held it in 14 quarters since. The position peaked at $814K in Q1 2026. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Venture Visionary Partners held 8,499 shares of W.P. Carey worth $608K as of Q2 2026.
Venture Visionary Partners sold 3,476 W.P. Carey shares in Q2 2026, an estimated $255K.
W.P. Carey made up 0.02% of Venture Visionary Partners's portfolio in Q2 2026, its #439 holding.
Venture Visionary Partners first reported a position in W.P. Carey in Q2 2021 and has held it in 14 quarters since.
Venture Visionary Partners's W.P. Carey position peaked at $814K in Q1 2026.
897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.