Planning Strategies Inc.’s W.P. Carey WPC Stock Holding History

Planning Strategies Inc.’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	$501	Buy	+7	New	+$513	﹤0.01%	858

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Planning Strategies Inc.'s WPC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in W.P. Carey (WPC) in Q2 2026: 7 shares worth $501. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings.

294 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Planning Strategies Inc. held 7 shares of W.P. Carey worth $501 as of Q2 2026.
W.P. Carey was a new Planning Strategies Inc. position in Q2 2026.
W.P. Carey made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #858 holding.
294 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.