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Atlas Capital Advisors’s W.P. Carey WPC Stock Holding History

Atlas Capital 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 		$7.61K Hold
112
– – ﹤0.01% 812
2025
Q4 		$7.21K Buy
+112
New +$7.46K ﹤0.01% 782
2025
Q2 		$12.5K Sell
201
-694
-78% -$42.7K ﹤0.01% 755
2025
Q1 		$56.5K Buy
+895
New +$53K 0.01% 614
2022
Q3 		– Sell
-86
Closed -$6.96K – 1013
2022
Q2 		$6.96K Buy
+86
New +$6.94K ﹤0.01% 805

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

Atlas Capital Advisors's WPC Position: Q1 2026 in Review

Atlas Capital Advisors held its W.P. Carey (WPC) position steady in Q1 2026 at 112 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Atlas Capital Advisors first reported a position in WPC in Q2 2022 and has held it in 5 quarters since. The position peaked at $56.5K in Q1 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Atlas Capital Advisors held 112 shares of W.P. Carey worth $7.61K as of Q1 2026.
  • Atlas Capital Advisors left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #812 holding.
  • Atlas Capital Advisors first reported a position in W.P. Carey in Q2 2022 and has held it in 5 quarters since.
  • Atlas Capital Advisors's W.P. Carey position peaked at $56.5K in Q1 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.