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

Adapt 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 		$207K Buy
+3,043
New +$213K 0.07% 100
2025
Q4 		– Sell
-2,994
Closed -$202K – 121
2025
Q3 		$202K Buy
+2,994
New +$196K 0.07% 100
2024
Q4 		– Sell
-3,710
Closed -$231K – 81
2024
Q3 		$231K Sell
3,710
-241
-6% -$14.3K 0.12% 62
2024
Q2 		$218K Buy
+3,951
New +$223K 0.14% 62

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Adapt Wealth Advisors opened a new position in W.P. Carey (WPC) in Q1 2026: 3,043 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #100 among its holdings. This is a return to the name: Adapt Wealth Advisors previously reported a position in WPC as recently as Q3 2025.

Adapt Wealth Advisors first reported a position in WPC in Q2 2024 and has held it in 4 quarters since. The position peaked at $231K in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Adapt Wealth Advisors held 3,043 shares of W.P. Carey worth $207K as of Q1 2026.
  • W.P. Carey was a new Adapt Wealth Advisors position in Q1 2026.
  • W.P. Carey made up 0.07% of Adapt Wealth Advisors's portfolio in Q1 2026, its #100 holding.
  • Adapt Wealth Advisors first reported a position in W.P. Carey in Q2 2024 and has held it in 4 quarters since.
  • Adapt Wealth Advisors's W.P. Carey position peaked at $231K in Q3 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.