Aaron Wealth Advisors’s W.P. Carey WPC Stock Holding History

Aaron Wealth 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 Q1	–	Sell	-4,234	Closed	-$273K	–	770
2025 Q4	$273K	Buy	4,234 +889	+27%	+$59.2K	0.01%	592
2025 Q3	$226K	Buy	+3,345	New	+$219K	0.01%	601
2022 Q2	–	Sell	-34,748	Closed	-$421K	–	850
2022 Q1	$421K	Buy	+34,748	New	+$2.67M	0.01%	560

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aaron Wealth Advisors's WPC Position: Q1 2026 in Review

Aaron Wealth Advisors sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 4,234 shares — an estimated $273K sold.

Aaron Wealth Advisors first reported a position in WPC in Q1 2022 and held it in 3 quarters. The position peaked at $421K in Q1 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Aaron Wealth Advisors reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Aaron Wealth Advisors sold 4,234 W.P. Carey shares in Q1 2026, an estimated $273K.
Aaron Wealth Advisors first reported a position in W.P. Carey in Q1 2022 and held it in 3 quarters.
Aaron Wealth Advisors's W.P. Carey position peaked at $421K in Q1 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Aaron Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.