Aptus Capital Advisors’s W.P. Carey WPC Stock Holding History

Aptus Capital 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	$405K	Buy	+5,954	New	+$418K	﹤0.01%	782
2025 Q4	–	Sell	-3,403	Closed	-$230K	–	1741
2025 Q3	$230K	Buy	3,403 +75	+2%	+$4.91K	﹤0.01%	925
2025 Q2	$208K	Buy	+3,328	New	+$205K	﹤0.01%	938
2023 Q3	–	Sell	-3,350	Closed	-$222K	–	931
2023 Q2	$222K	Sell	3,350 -376	-10%	-$26.1K	0.01%	463
2023 Q1	$287K	Sell	3,726 -491	-12%	-$39.1K	0.01%	397
2022 Q4	$323K	Buy	4,217 +264	+7%	+$19.8K	0.01%	400
2022 Q3	$275K	Buy	3,953 +82	+2%	+$6.71K	0.01%	395
2022 Q2	$318K	Sell	3,871 -25	-0.6%	-$2.02K	0.01%	316
2022 Q1	$313K	Buy	+3,896	New	+$299K	0.01%	353

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

Aptus Capital Advisors's WPC Position: Q1 2026 in Review

Aptus Capital Advisors opened a new position in W.P. Carey (WPC) in Q1 2026: 5,954 shares worth $405K. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in WPC as recently as Q3 2025.

Aptus Capital Advisors first reported a position in WPC in Q1 2022 and has held it in 9 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Aptus Capital Advisors held 5,954 shares of W.P. Carey worth $405K as of Q1 2026.
W.P. Carey was a new Aptus Capital Advisors position in Q1 2026.
W.P. Carey made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #782 holding.
Aptus Capital Advisors first reported a position in W.P. Carey in Q1 2022 and has held it in 9 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

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