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

Ameliora 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	$15.6K	Hold	230	–	–	0.01%	203
2025 Q4	$14.8K	Hold	230	–	–	﹤0.01%	204
2025 Q3	$15.5K	Hold	230	–	–	0.01%	199
2025 Q2	$14.3K	Hold	230	–	–	0.01%	187
2025 Q1	$14.5K	Hold	230	–	–	0.01%	200
2024 Q4	$12.5K	Hold	230	–	–	﹤0.01%	204
2024 Q3	$14.3K	Hold	230	–	–	0.01%	130
2024 Q2	$12.7K	Hold	230	–	–	0.01%	156
2024 Q1	$13K	Hold	230	–	–	0.01%	170
2023 Q4	$14.9K	Sell	230 -5	-2%	-$288	0.01%	150
2023 Q3	$12.4K	Hold	235	–	–	0.01%	178
2023 Q2	$15.5K	Hold	235	–	–	0.01%	158
2023 Q1	$17.8K	Hold	235	–	–	0.01%	172
2022 Q4	$18K	Hold	235	–	–	0.01%	193
2022 Q3	$16K	Buy	+235	New	+$19.2K	0.01%	185

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

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

Ameliora Wealth Management held its W.P. Carey (WPC) position steady in Q1 2026 at 230 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #203.

Ameliora Wealth Management first reported a position in WPC in Q3 2022 and has held it in 15 quarters since. The position peaked at $18K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Ameliora Wealth Management held 230 shares of W.P. Carey worth $15.6K as of Q1 2026.
Ameliora Wealth Management left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.01% of Ameliora Wealth Management's portfolio in Q1 2026, its #203 holding.
Ameliora Wealth Management first reported a position in W.P. Carey in Q3 2022 and has held it in 15 quarters since.
Ameliora Wealth Management's W.P. Carey position peaked at $18K in Q4 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Ameliora Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.