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

Acumen 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	-14	Closed	-$914	–	582
2025 Q4	$914	Buy	+14	New	+$932	﹤0.01%	452

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Acumen Wealth Advisors sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 14 shares — an estimated $914 sold.

Acumen Wealth Advisors first reported a position in WPC in Q4 2025 and held it in 1 quarter. The position peaked at $914 in Q4 2025. 868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Acumen Wealth Advisors reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 14 W.P. Carey shares in Q1 2026, an estimated $914.
Acumen Wealth Advisors first reported a position in W.P. Carey in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's W.P. Carey position peaked at $914 in Q4 2025.
868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.