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AE Wealth Management’s W.P. Carey WPC Stock Holding History

AE Wealth Management’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 		$807K Buy
11,880
+836
+8% +$58.6K ﹤0.01% 903
2025
Q4 		$711K Buy
11,044
+495
+5% +$33K ﹤0.01% 911
2025
Q3 		$713K Buy
10,549
+200
+2% +$13.1K ﹤0.01% 843
2025
Q2 		$646K Buy
10,349
+1,406
+16% +$86.6K ﹤0.01% 835
2025
Q1 		$564K Buy
8,943
+4,353
+95% +$258K ﹤0.01% 880
2024
Q4 		$250K Sell
4,590
-3,275
-42% -$187K ﹤0.01% 1177
2024
Q3 		$490K Sell
7,865
-1,913
-20% -$113K ﹤0.01% 893
2024
Q2 		$538K Buy
9,778
+1,631
+20% +$91.9K 0.01% 863
2024
Q1 		$460K Sell
8,147
-41,646
-84% -$2.49M 0.01% 844
2023
Q4 		$3.13M Sell
49,793
-6,670
-12% -$384K 0.02% 751
2023
Q3 		$2.99M Buy
56,463
+2,268
+4% +$145K 0.02% 714
2023
Q2 		$3.59M Buy
54,195
+2,409
+5% +$167K 0.02% 641
2023
Q1 		$3.93M Sell
51,786
-4,140
-7% -$330K 0.03% 566
2022
Q4 		$4.28M Buy
55,926
+2,278
+4% +$171K 0.03% 515
2022
Q3 		$3.67M Buy
53,648
+15,333
+40% +$1.26M 0.03% 500
2022
Q2 		$3.11M Buy
38,315
+7,541
+25% +$608K 0.02% 531
2022
Q1 		$2.44M Buy
30,774
+2,961
+11% +$227K 0.02% 652
2021
Q4 		$2.23M Buy
27,813
+6,821
+32% +$522K 0.02% 667
2021
Q3 		$1.5M Buy
20,992
+2,664
+15% +$203K 0.01% 742
2021
Q2 		$1.34M Buy
18,328
+717
+4% +$52.5K 0.01% 743
2021
Q1 		$1.22M Buy
17,611
+434
+3% +$29.1K 0.01% 709
2020
Q4 		$1.19M Sell
17,177
-4,044
-19% -$270K 0.01% 662
2020
Q3 		$1.35M Sell
21,221
-6,479
-23% -$437K 0.02% 543
2020
Q2 		$1.83M Sell
27,700
-2,026
-7% -$126K 0.03% 438
2020
Q1 		$1.69M Sell
29,726
-1,030
-3% -$78.1K 0.04% 344
2019
Q4 		$2.41M Buy
30,756
+3,073
+11% +$257K 0.05% 302
2019
Q3 		$2.43M Sell
27,683
-2,697
-9% -$230K 0.07% 237
2019
Q2 		$2.42M Buy
30,380
+15,950
+111% +$1.26M 0.07% 205
2019
Q1 		$1.11M Buy
14,430
+4,394
+44% +$317K 0.08% 200
2018
Q4 		$642K Buy
+10,036
New +$653K 0.11% 210

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

AE Wealth Management's WPC Position: Q1 2026 in Review

AE Wealth Management increased its W.P. Carey (WPC) stake by 7.6% in Q1 2026, buying an estimated $58.6K and bringing the position to 11,880 shares worth $807K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

AE Wealth Management first reported a position in WPC in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.28M in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • AE Wealth Management held 11,880 shares of W.P. Carey worth $807K as of Q1 2026.
  • AE Wealth Management bought 836 W.P. Carey shares in Q1 2026, an estimated $58.6K.
  • W.P. Carey made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #903 holding.
  • AE Wealth Management first reported a position in W.P. Carey in Q4 2018 and has held it in 30 quarters since.
  • AE Wealth Management's W.P. Carey position peaked at $4.28M in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.