Arete Wealth 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 | $1.19M | Buy |
17,524
+449
| +3% | +$31.5K | 0.09% | 207 |
|
|
2025
Q4 | $1.1M | Sell |
17,075
-333
| -2% | -$22.2K | 0.07% | 273 |
|
|
2025
Q3 | $1.18M | Sell |
17,408
-928
| -5% | -$60.7K | 0.07% | 252 |
|
|
2025
Q2 | $1.14M | Buy |
18,336
+354
| +2% | +$21.8K | 0.08% | 238 |
|
|
2025
Q1 | $1.14M | Buy |
17,982
+554
| +3% | +$32.8K | 0.09% | 232 |
|
|
2024
Q4 | $945K | Sell |
17,428
-676
| -4% | -$38.5K | 0.07% | 263 |
|
|
2024
Q3 | $1.12M | Sell |
18,104
-732
| -4% | -$43.4K | 0.1% | 209 |
|
|
2024
Q2 | $1.03M | Sell |
18,836
-1,787
| -9% | -$101K | 0.08% | 226 |
|
|
2024
Q1 | $1.16M | Sell |
20,623
-156
| -0.8% | -$9.34K | 0.11% | 190 |
|
|
2023
Q4 | $1.35M | Sell |
20,779
-1,651
| -7% | -$95.1K | 0.1% | 195 |
|
|
2023
Q3 | $1.19M | Sell |
22,430
-755
| -3% | -$48.4K | 0.21% | 110 |
|
|
2023
Q2 | $1.53M | Buy |
23,185
+1,745
| +8% | +$121K | 0.14% | 155 |
|
|
2023
Q1 | $1.63M | Buy |
21,440
+442
| +2% | +$35.2K | 0.13% | 144 |
|
|
2022
Q4 | $1.61B | Buy |
20,998
+5,474
| +35% | +$411K | 0.14% | 131 |
|
|
2022
Q3 | $1.06M | Buy |
15,524
+11,259
| +264% | +$922K | 0.1% | 173 |
|
|
2022
Q2 | $346K | Sell |
4,265
-18,282
| -81% | -$1.48M | 0.04% | 311 |
|
|
2022
Q1 | $1.78M | Buy |
22,547
+673
| +3% | +$51.6K | 0.15% | 125 |
|
|
2021
Q4 | $1.75M | Buy |
21,874
+1,304
| +6% | +$99.8K | 0.15% | 132 |
|
|
2021
Q3 | $1.49M | Buy |
20,570
+1,534
| +8% | +$117K | 0.16% | 119 |
|
|
2021
Q2 | $1.4M | Buy |
19,036
+12,344
| +184% | +$904K | 0.2% | 97 |
|
|
2021
Q1 | $466K | Buy |
6,692
+1,439
| +27% | +$96.5K | 0.06% | 248 |
|
|
2020
Q4 | $354K | Sell |
5,253
-1,085
| -17% | -$72.5K | 0.05% | 284 |
|
|
2020
Q3 | $418K | Buy |
6,338
+614
| +11% | +$41.4K | 0.06% | 235 |
|
|
2020
Q2 | $379K | Buy |
+5,724
| New | +$356K | 0.07% | 257 |
|
|
2020
Q1 | – | Sell |
-4,807
| Closed | -$372K | – | 418 |
|
|
2019
Q4 | $372K | Sell |
4,807
-534
| -10% | -$44.7K | 0.06% | 268 |
|
|
2019
Q3 | $455K | Sell |
5,341
-265
| -5% | -$22.6K | 0.09% | 227 |
|
|
2019
Q2 | $446K | Sell |
5,606
-120
| -2% | -$9.51K | 0.09% | 238 |
|
|
2019
Q1 | $438K | Buy |
5,726
+3
| +0.1% | +$216 | 0.09% | 228 |
|
|
2018
Q4 | $366K | Buy |
5,723
+386
| +7% | +$25.1K | 0.09% | 237 |
|
|
2018
Q3 | $336K | Buy |
5,337
+320
| +6% | +$20.6K | 0.07% | 248 |
|
|
2018
Q2 | $326K | Buy |
5,017
+1,496
| +42% | +$94.8K | 0.08% | 256 |
|
|
2018
Q1 | $214K | Buy |
3,521
+365
| +12% | +$22.5K | 0.07% | 293 |
|
|
2017
Q4 | $213K | Sell |
3,156
-109
| -3% | -$7.46K | 0.07% | 288 |
|
|
2017
Q3 | $216K | Buy |
+3,265
| New | +$217K | 0.09% | 241 |
|
Other funds holding WPC
VPM
VCM
Arete Wealth Advisors's WPC Position: Q1 2026 in Review
Arete Wealth Advisors increased its W.P. Carey (WPC) stake by 2.6% in Q1 2026, buying an estimated $31.5K and bringing the position to 17,524 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #207.
Arete Wealth Advisors first reported a position in WPC in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.61B in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Arete Wealth Advisors held 17,524 shares of W.P. Carey worth $1.19M as of Q1 2026.
- Arete Wealth Advisors bought 449 W.P. Carey shares in Q1 2026, an estimated $31.5K.
- W.P. Carey made up 0.09% of Arete Wealth Advisors's portfolio in Q1 2026, its #207 holding.
- Arete Wealth Advisors first reported a position in W.P. Carey in Q3 2017 and has held it in 34 quarters since.
- Arete Wealth Advisors's W.P. Carey position peaked at $1.61B in Q4 2022.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.