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Arkadios Wealth Advisors’s W.P. Carey WPC Stock Holding History

Arkadios Wealth 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 		$2.3M Sell
33,801
-4,153
-11% -$291K 0.04% 457
2025
Q4 		$2.44M Buy
37,954
+1,524
+4% +$101K 0.05% 393
2025
Q3 		$2.46M Buy
36,430
+485
+1% +$31.7K 0.06% 342
2025
Q2 		$2.24M Buy
35,945
+504
+1% +$31K 0.07% 318
2025
Q1 		$2.24M Buy
35,441
+5,050
+17% +$299K 0.08% 267
2024
Q4 		$1.66M Buy
30,391
+11,478
+61% +$654K 0.09% 216
2024
Q3 		$1.18M Buy
18,913
+3,430
+22% +$203K 0.07% 286
2024
Q2 		$852K Buy
15,483
+5,151
+50% +$290K 0.06% 316
2024
Q1 		$583K Buy
10,332
+54
+0.5% +$3.23K 0.05% 353
2023
Q4 		$666K Buy
+10,278
New +$592K 0.06% 302
2023
Q3 		– Sell
-3,776
Closed -$250K – 750
2023
Q2 		$250K Sell
3,776
-1,034
-21% -$71.9K 0.03% 501
2023
Q1 		$365K Sell
4,810
-4,260
-47% -$339K 0.04% 381
2022
Q4 		$694K Sell
9,070
-691
-7% -$51.9K 0.09% 229
2022
Q3 		$667K Buy
+9,761
New +$799K 0.1% 215
2022
Q2 		– Sell
-2,699
Closed -$214K – 610
2022
Q1 		$214K Sell
2,699
-1,636
-38% -$125K 0.03% 520
2021
Q4 		$348K Buy
4,335
+636
+17% +$48.7K 0.05% 406
2021
Q3 		$264K Sell
3,699
-1,936
-34% -$147K 0.04% 435
2021
Q2 		$411K Buy
5,635
+595
+12% +$43.6K 0.05% 375
2021
Q1 		$349K Buy
5,040
+4,225
+518% +$283K 0.06% 317
2020
Q4 		$56K Buy
+815
New +$54.4K 0.01% 536

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

Arkadios Wealth Advisors's WPC Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its W.P. Carey (WPC) stake by 11% in Q1 2026, selling an estimated $291K and leaving 33,801 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #457.

Arkadios Wealth Advisors first reported a position in WPC in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.46M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Arkadios Wealth Advisors held 33,801 shares of W.P. Carey worth $2.3M as of Q1 2026.
  • Arkadios Wealth Advisors sold 4,153 W.P. Carey shares in Q1 2026, an estimated $291K.
  • W.P. Carey made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #457 holding.
  • Arkadios Wealth Advisors first reported a position in W.P. Carey in Q4 2020 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's W.P. Carey position peaked at $2.46M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.