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American Capital Advisory’s W.P. Carey WPC Stock Holding History

American Capital Advisory’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 		$476 Hold
7
– – ﹤0.01% 867
2025
Q4 		$451 Hold
7
– – ﹤0.01% 783
2025
Q3 		$473 Buy
7
+3
+75% +$196 ﹤0.01% 719
2025
Q2 		$250 Hold
4
– – ﹤0.01% 770
2025
Q1 		$253 Buy
+4
New +$237 ﹤0.01% 673

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

American Capital Advisory's WPC Position: Q1 2026 in Review

American Capital Advisory held its W.P. Carey (WPC) position steady in Q1 2026 at 7 shares worth $476. The position accounts for ﹤0.01% of the portfolio, ranked #867.

American Capital Advisory first reported a position in WPC in Q1 2025 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • American Capital Advisory held 7 shares of W.P. Carey worth $476 as of Q1 2026.
  • American Capital Advisory left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up ﹤0.01% of American Capital Advisory's portfolio in Q1 2026, its #867 holding.
  • American Capital Advisory first reported a position in W.P. Carey in Q1 2025 and has held it in 5 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.