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Arax Advisory Partners’s W.P. Carey WPC Stock Holding History

Arax Advisory Partners’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 		$628K Sell
9,239
-5,803
-39% -$407K 0.02% 562
2025
Q4 		$968K Sell
15,042
-3,454
-19% -$230K 0.03% 392
2025
Q3 		$1.25M Buy
18,496
+7,975
+76% +$522K 0.02% 578
2025
Q2 		$656K Buy
10,521
+93
+0.9% +$5.73K 0.03% 324
2025
Q1 		$658K Sell
10,428
-850
-8% -$50.3K 0.04% 251
2024
Q4 		$614K Sell
11,278
-3,482
-24% -$198K 0.04% 249
2024
Q3 		$920K Sell
14,760
-1,231
-8% -$73K 0.08% 124
2024
Q2 		$880K Sell
15,991
-984
-6% -$55.5K 0.09% 125
2024
Q1 		$958K Buy
16,975
+53
+0.3% +$3.17K 0.1% 111
2023
Q4 		$1.1M Sell
16,922
-160
-0.9% -$9.22K 0.12% 100
2023
Q3 		$905K Buy
17,082
+151
+0.9% +$9.67K 0.11% 104
2023
Q2 		$1.12M Sell
16,931
-1,265
-7% -$87.9K 0.14% 74
2023
Q1 		$1.38M Buy
18,196
+109
+0.6% +$8.69K 0.18% 60
2022
Q4 		$1.38M Buy
18,087
+1,083
+6% +$81.3K 0.19% 61
2022
Q3 		$1.16M Buy
17,004
+714
+4% +$58.4K 0.18% 59
2022
Q2 		$1.32M Buy
16,290
+69
+0.4% +$5.57K 0.2% 59
2022
Q1 		$1.28M Buy
16,221
+4,861
+43% +$373K 0.17% 64
2021
Q4 		$913K Buy
11,360
+137
+1% +$10.5K 0.12% 77
2021
Q3 		$803K Sell
11,223
-2,704
-19% -$206K 0.11% 79
2021
Q2 		$1.02M Buy
+13,927
New +$1.02M 0.14% 72
2020
Q4 		$798K Buy
11,543
+690
+6% +$46.1K 0.12% 69
2020
Q3 		$693K Sell
10,853
-2,041
-16% -$138K 0.12% 69
2020
Q2 		$854K Sell
12,894
-7,258
-36% -$451K 0.15% 63
2020
Q1 		$1.15M Buy
20,152
+9,787
+94% +$742K 0.26% 49
2019
Q4 		$813K Buy
10,365
+2
+0% +$168 0.23% 49
2019
Q3 		$908K Buy
10,363
+4,086
+65% +$348K 0.27% 41
2019
Q2 		$499K Buy
+6,277
New +$497K 0.17% 64
2018
Q4 		$929K Buy
14,521
+899
+7% +$58.5K 0.37% 36
2018
Q3 		$858K Buy
+13,622
New +$877K 0.35% 35

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

Arax Advisory Partners's WPC Position: Q1 2026 in Review

Arax Advisory Partners reduced its W.P. Carey (WPC) stake by 39% in Q1 2026, selling an estimated $407K and leaving 9,239 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #562.

Arax Advisory Partners first reported a position in WPC in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.38M in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Arax Advisory Partners held 9,239 shares of W.P. Carey worth $628K as of Q1 2026.
  • Arax Advisory Partners sold 5,803 W.P. Carey shares in Q1 2026, an estimated $407K.
  • W.P. Carey made up 0.02% of Arax Advisory Partners's portfolio in Q1 2026, its #562 holding.
  • Arax Advisory Partners first reported a position in W.P. Carey in Q3 2018 and has held it in 29 quarters since.
  • Arax Advisory Partners's W.P. Carey position peaked at $1.38M in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.