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Virginia Estate & Retirement Planning Advisors’s W.P. Carey WPC Stock Holding History

Virginia Estate & Retirement Planning 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 		$14.3K Hold
200
– – 0.02% 103
2026
Q1 		$13.6K Buy
+200
New +$14K 0.02% 82

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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

Virginia Estate & Retirement Planning Advisors's WPC Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its W.P. Carey (WPC) position steady in Q2 2026 at 200 shares worth $14.3K. The position accounts for 0.02% of the portfolio, ranked #103.

Virginia Estate & Retirement Planning Advisors first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. 890 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 200 shares of W.P. Carey worth $14.3K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.02% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #103 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
  • 890 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.