Ancora Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.5K | Buy |
654
+82
| +14% | +$5.75K | ﹤0.01% | 1194 |
|
|
2025
Q4 | $36.8K | Buy |
572
+4
| +0.7% | +$266 | ﹤0.01% | 1264 |
|
|
2025
Q3 | $38.4K | Sell |
568
-182
| -24% | -$11.9K | ﹤0.01% | 1088 |
|
|
2025
Q2 | $46.8K | Buy |
750
+4
| +0.5% | +$246 | ﹤0.01% | 1039 |
|
|
2025
Q1 | $47.1K | Buy |
746
+3
| +0.4% | +$178 | ﹤0.01% | 1020 |
|
|
2024
Q4 | $40.5K | Sell |
743
-321
| -30% | -$18.3K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $66.3K | Sell |
1,064
-324
| -23% | -$19.2K | ﹤0.01% | 923 |
|
|
2024
Q2 | $76.4K | Buy |
1,388
+356
| +34% | +$20.1K | ﹤0.01% | 859 |
|
|
2024
Q1 | $58.3K | Sell |
1,032
-323
| -24% | -$19.3K | ﹤0.01% | 926 |
|
|
2023
Q4 | $87.8K | Sell |
1,355
-2,943
| -68% | -$170K | ﹤0.01% | 817 |
|
|
2023
Q3 | $228K | Sell |
4,298
-122
| -3% | -$7.82K | 0.01% | 636 |
|
|
2023
Q2 | $292K | Buy |
4,420
+215
| +5% | +$14.9K | 0.01% | 572 |
|
|
2023
Q1 | $319K | Buy |
4,205
+37
| +0.9% | +$2.95K | 0.01% | 558 |
|
|
2022
Q4 | $319K | Buy |
4,168
+45
| +1% | +$3.38K | 0.01% | 575 |
|
|
2022
Q3 | $282K | Buy |
4,123
+2
| +0% | +$164 | 0.01% | 645 |
|
|
2022
Q2 | $334K | Buy |
4,121
+206
| +5% | +$16.6K | 0.01% | 619 |
|
|
2022
Q1 | $310K | Sell |
3,915
-50
| -1% | -$3.84K | 0.01% | 682 |
|
|
2021
Q4 | $319K | Sell |
3,965
-1
| -0% | -$77 | 0.01% | 669 |
|
|
2021
Q3 | $284K | Buy |
3,966
+3,036
| +326% | +$231K | 0.01% | 690 |
|
|
2021
Q2 | $68K | Sell |
930
-2,551
| -73% | -$187K | ﹤0.01% | 1002 |
|
|
2021
Q1 | $241K | Sell |
3,481
-13,659
| -80% | -$916K | 0.01% | 682 |
|
|
2020
Q4 | $1.19M | Sell |
17,140
-2,636
| -13% | -$176K | 0.04% | 333 |
|
|
2020
Q3 | $1.26M | Sell |
19,776
-1,675
| -8% | -$113K | 0.05% | 284 |
|
|
2020
Q2 | $1.42M | Sell |
21,451
-553
| -3% | -$34.4K | 0.06% | 271 |
|
|
2020
Q1 | $1.25M | Buy |
22,004
+670
| +3% | +$50.8K | 0.06% | 286 |
|
|
2019
Q4 | $1.67M | Sell |
21,334
-2,493
| -10% | -$209K | 0.06% | 282 |
|
|
2019
Q3 | $2.09M | Sell |
23,827
-4,015
| -14% | -$342K | 0.09% | 223 |
|
|
2019
Q2 | $2.21M | Sell |
27,842
-3,920
| -12% | -$311K | 0.1% | 202 |
|
|
2019
Q1 | $2.44M | Sell |
31,762
-1,901
| -6% | -$137K | 0.11% | 201 |
|
|
2018
Q4 | $2.15M | Sell |
33,663
-418
| -1% | -$27.2K | 0.1% | 202 |
|
|
2018
Q3 | $2.15M | Buy |
34,081
+423
| +1% | +$27.2K | 0.08% | 236 |
|
|
2018
Q2 | $2.19M | Sell |
33,658
-194
| -0.6% | -$12.3K | 0.1% | 222 |
|
|
2018
Q1 | $2.06M | Buy |
33,852
+2,077
| +7% | +$128K | 0.09% | 229 |
|
|
2017
Q4 | $2.15M | Buy |
31,775
+1,195
| +4% | +$81.8K | 0.11% | 204 |
|
|
2017
Q3 | $2.02M | Sell |
30,580
-809
| -3% | -$53.8K | 0.12% | 213 |
|
|
2017
Q2 | $2.03M | Buy |
31,389
+197
| +0.6% | +$12.5K | 0.13% | 196 |
|
|
2017
Q1 | $1.9M | Buy |
31,192
+1,213
| +4% | +$73.6K | 0.13% | 204 |
|
|
2016
Q4 | $1.74M | Buy |
+29,979
| New | +$1.75M | 0.13% | 205 |
|
Other funds holding WPC
VPM
VCM
Ancora Advisors's WPC Position: Q1 2026 in Review
Ancora Advisors increased its W.P. Carey (WPC) stake by 14% in Q1 2026, buying an estimated $5.75K and bringing the position to 654 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.
Ancora Advisors first reported a position in WPC in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.44M in Q1 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Ancora Advisors held 654 shares of W.P. Carey worth $44.5K as of Q1 2026.
- Ancora Advisors bought 82 W.P. Carey shares in Q1 2026, an estimated $5.75K.
- W.P. Carey made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1194 holding.
- Ancora Advisors first reported a position in W.P. Carey in Q4 2016 and has held it in 38 quarters since.
- Ancora Advisors's W.P. Carey position peaked at $2.44M in Q1 2019.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.