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VestGen Advisors’s W.P. Carey WPC Stock Holding History

VestGen 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 		$561K Sell
7,848
-139
-2% -$10.2K 0.02% 633
2026
Q1 		$597K Buy
7,987
+2,828
+55% +$198K 0.02% 607
2025
Q4 		$332K Buy
5,159
+1,789
+53% +$119K 0.01% 576
2025
Q3 		$228K Buy
+3,370
New +$221K 0.01% 663

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

VestGen Advisors's WPC Position: Q2 2026 in Review

VestGen Advisors reduced its W.P. Carey (WPC) stake by 1.7% in Q2 2026, selling an estimated $10.2K and leaving 7,848 shares worth $561K. The position accounts for 0.02% of the portfolio, ranked #633.

VestGen Advisors first reported a position in WPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $597K in Q1 2026. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • VestGen Advisors held 7,848 shares of W.P. Carey worth $561K as of Q2 2026.
  • VestGen Advisors sold 139 W.P. Carey shares in Q2 2026, an estimated $10.2K.
  • W.P. Carey made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #633 holding.
  • VestGen Advisors first reported a position in W.P. Carey in Q3 2025 and has held it in 4 quarters since.
  • VestGen Advisors's W.P. Carey position peaked at $597K in Q1 2026.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.