WIM
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WealthPlan Investment Management’s W.P. Carey WPC Stock Holding History

WealthPlan Investment Management’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 		$851K Buy
11,903
+126
+1% +$9.23K 0.04% 248
2026
Q1 		$800K Buy
11,777
+3,177
+37% +$223K 0.04% 238
2025
Q4 		$554K Sell
8,600
-2,229
-21% -$148K 0.04% 246
2025
Q3 		$732K Sell
10,829
-729
-6% -$47.7K 0.05% 199
2025
Q2 		$721K Buy
11,558
+2,180
+23% +$134K 0.05% 202
2025
Q1 		$592K Sell
9,378
-533
-5% -$31.6K 0.06% 158
2024
Q4 		$540K Buy
9,911
+1,165
+13% +$66.4K 0.05% 164
2024
Q3 		$545K Sell
8,746
-8,947
-51% -$530K 0.06% 154
2024
Q2 		$974K Sell
17,693
-163,230
-90% -$9.2M 0.15% 102
2024
Q1 		$10.2M Buy
180,923
+26,012
+17% +$1.56M 1.56% 22
2023
Q4 		$10M Sell
154,911
-7,185
-4% -$414K 1.61% 16
2023
Q3 		$8.59M Buy
162,096
+79,442
+96% +$5.09M 1.52% 21
2023
Q2 		$5.47M Sell
82,654
-73,954
-47% -$5.14M 1.63% 13
2023
Q1 		$11.9M Sell
156,608
-125,047
-44% -$9.96M 2.05% 4
2022
Q4 		$23.5M Buy
281,655
+3,950
+1% +$297K 1.64% 7
2022
Q3 		$21.5M Buy
+277,705
New +$22.7M 1.57% 10
2022
Q1 		$17.3M Buy
+218,573
New +$16.8M 1.2% 17

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

WealthPlan Investment Management's WPC Position: Q2 2026 in Review

WealthPlan Investment Management increased its W.P. Carey (WPC) stake by 1.1% in Q2 2026, buying an estimated $9.23K and bringing the position to 11,903 shares worth $851K. The position accounts for 0.04% of the portfolio, ranked #248.

WealthPlan Investment Management first reported a position in WPC in Q1 2022 and has held it in 17 quarters since. The position peaked at $23.5M in Q4 2022. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • WealthPlan Investment Management held 11,903 shares of W.P. Carey worth $851K as of Q2 2026.
  • WealthPlan Investment Management bought 126 W.P. Carey shares in Q2 2026, an estimated $9.23K.
  • W.P. Carey made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #248 holding.
  • WealthPlan Investment Management first reported a position in W.P. Carey in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's W.P. Carey position peaked at $23.5M in Q4 2022.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.