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Archer Investment Corporation’s W.P. Carey WPC Stock Holding History

Archer Investment Corporation’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 		$558K Buy
8,216
+48
+0.6% +$3.37K 0.12% 148
2025
Q4 		$526K Hold
8,168
– – 0.12% 157
2025
Q3 		$552K Buy
8,168
+1,100
+16% +$72K 0.12% 145
2025
Q2 		$441K Hold
7,068
– – 0.11% 167
2025
Q1 		$446K Sell
7,068
-1,280
-15% -$75.8K 0.12% 156
2024
Q4 		$455K Hold
8,348
– – 0.12% 149
2024
Q3 		$520K Hold
8,348
– – 0.14% 131
2024
Q2 		$460K Hold
8,348
– – 0.13% 144
2024
Q1 		$471K Buy
8,348
+2,080
+33% +$124K 0.14% 144
2023
Q4 		$406K Sell
6,268
-132
-2% -$7.61K 0.13% 155
2023
Q3 		$339K Hold
6,400
– – 0.12% 162
2023
Q2 		$423K Sell
6,400
-1,312
-17% -$91.2K 0.15% 141
2023
Q1 		$600K Hold
7,712
– – 0.22% 103
2022
Q4 		$590K Hold
7,712
– – 0.23% 105
2022
Q3 		$527K Hold
7,712
– – 0.22% 112
2022
Q2 		$626K Hold
7,712
– – 0.25% 96
2022
Q1 		$611K Hold
7,712
– – 0.22% 115
2021
Q4 		$620K Hold
7,712
– – 0.21% 115
2021
Q3 		$552K Buy
7,712
+1,280
+20% +$97.4K 0.21% 121
2021
Q2 		$470K Sell
6,432
-238
-4% -$17.4K 0.19% 131
2021
Q1 		$462K Sell
6,670
-102
-2% -$6.84K 0.19% 122
2020
Q4 		$468K Hold
6,772
– – 0.22% 114
2020
Q3 		$432K Hold
6,772
– – 0.22% 106
2020
Q2 		$449K Buy
6,772
+1,361
+25% +$84.5K 0.25% 94
2020
Q1 		$308K Buy
5,411
+1,123
+26% +$85.2K 0.21% 114
2019
Q4 		$336K Hold
4,288
– – 0.18% 145
2019
Q3 		$376K Hold
4,288
– – 0.23% 109
2019
Q2 		$341K Sell
4,288
-102
-2% -$8.08K 0.22% 118
2019
Q1 		$337K Hold
4,390
– – 0.23% 117
2018
Q4 		$281K Buy
+4,390
New +$286K 0.25% 115

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

Archer Investment Corporation's WPC Position: Q1 2026 in Review

Archer Investment Corporation increased its W.P. Carey (WPC) stake by 0.59% in Q1 2026, buying an estimated $3.37K and bringing the position to 8,216 shares worth $558K. The position accounts for 0.12% of the portfolio, ranked #148.

Archer Investment Corporation first reported a position in WPC in Q4 2018 and has held it in 30 quarters since. The position peaked at $626K in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Archer Investment Corporation held 8,216 shares of W.P. Carey worth $558K as of Q1 2026.
  • Archer Investment Corporation bought 48 W.P. Carey shares in Q1 2026, an estimated $3.37K.
  • W.P. Carey made up 0.12% of Archer Investment Corporation's portfolio in Q1 2026, its #148 holding.
  • Archer Investment Corporation first reported a position in W.P. Carey in Q4 2018 and has held it in 30 quarters since.
  • Archer Investment Corporation's W.P. Carey position peaked at $626K in Q2 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.