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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
-430
Closed -$34K – 850
2022
Q1 		$34K Buy
+430
New +$33K 0.01% 516

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

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 $273K in Q4 2025. 870 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 $273K in Q4 2025.
  • 870 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.