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Asset Planning Inc’s W.P. Carey WPC Stock Holding History

Asset Planning Inc’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 		$105K Hold
1,540
– – 0.07% 111
2025
Q4 		$99.1K Hold
1,540
– – 0.07% 108
2025
Q3 		$104K Hold
1,540
– – 0.08% 108
2025
Q2 		$96.1K Hold
1,540
– – 0.07% 109
2025
Q1 		$97.2K Hold
1,540
– – 0.08% 105
2024
Q4 		$83.9K Buy
+1,540
New +$87.7K 0.06% 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

Asset Planning Inc's WPC Position: Q1 2026 in Review

Asset Planning Inc held its W.P. Carey (WPC) position steady in Q1 2026 at 1,540 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #111.

Asset Planning Inc first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Asset Planning Inc held 1,540 shares of W.P. Carey worth $105K as of Q1 2026.
  • Asset Planning Inc left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up 0.07% of Asset Planning Inc's portfolio in Q1 2026, its #111 holding.
  • Asset Planning Inc first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.