Armstrong Fleming & Moore’s W.P. Carey WPC Stock Holding History

Armstrong Fleming & Moore’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	$498K	Hold	7,327	–	–	0.21%	65
2025 Q4	$472K	Sell	7,327 -80	-1%	-$5.33K	0.22%	65
2025 Q3	$500K	Sell	7,407 -708	-9%	-$46.3K	0.24%	60
2025 Q2	$506K	Buy	+8,115	New	+$500K	0.27%	58
2025 Q1	–	Sell	-9,254	Closed	-$504K	–	152
2024 Q4	$504K	Sell	9,254 -43,569	-82%	-$2.48M	0.31%	56
2024 Q3	$3.29M	Sell	52,823 -3,325	-6%	-$197K	1.92%	8
2024 Q2	$3.09M	Sell	56,148 -6,316	-10%	-$356K	1.98%	8
2024 Q1	$3.53M	Sell	62,464 -40	-0.1%	-$2.39K	2.44%	6
2023 Q4	$4.05M	Sell	62,504 -1,977	-3%	-$114K	3.05%	6
2023 Q3	$3.42M	Sell	64,481 -890	-1%	-$57K	3.31%	5
2023 Q2	$4.33M	Buy	+65,371	New	+$4.54M	3.98%	4

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

Armstrong Fleming & Moore's WPC Position: Q1 2026 in Review

Armstrong Fleming & Moore held its W.P. Carey (WPC) position steady in Q1 2026 at 7,327 shares worth $498K. The position accounts for 0.21% of the portfolio, ranked #65.

Armstrong Fleming & Moore first reported a position in WPC in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.33M in Q2 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Armstrong Fleming & Moore held 7,327 shares of W.P. Carey worth $498K as of Q1 2026.
Armstrong Fleming & Moore left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.21% of Armstrong Fleming & Moore's portfolio in Q1 2026, its #65 holding.
Armstrong Fleming & Moore first reported a position in W.P. Carey in Q2 2023 and has held it in 11 quarters since.
Armstrong Fleming & Moore's W.P. Carey position peaked at $4.33M in Q2 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Armstrong Fleming & Moore's 13F filing for Q1 2026, filed 13 Apr 2026.