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Atomi Financial Group’s W.P. Carey WPC Stock Holding History

Atomi Financial Group’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 		$708K Sell
10,415
-112
-1% -$7.86K 0.02% 558
2025
Q4 		$678K Buy
10,527
+292
+3% +$19.4K 0.02% 559
2025
Q3 		$692K Buy
10,235
+699
+7% +$45.8K 0.02% 508
2025
Q2 		$595K Buy
9,536
+1,260
+15% +$77.6K 0.02% 517
2025
Q1 		$522K Buy
8,276
+2,313
+39% +$137K 0.02% 519
2024
Q4 		$325K Sell
5,963
-1,961
-25% -$112K 0.02% 684
2024
Q3 		$494K Buy
7,924
+1,707
+27% +$101K 0.03% 454
2024
Q2 		$342K Buy
6,217
+1,956
+46% +$110K 0.03% 537
2024
Q1 		$240K Buy
+4,261
New +$255K 0.02% 613
2023
Q2 		– Sell
-6,287
Closed -$477K – 288
2023
Q1 		$477K Buy
+6,287
New +$501K 0.27% 101

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

Atomi Financial Group's WPC Position: Q1 2026 in Review

Atomi Financial Group reduced its W.P. Carey (WPC) stake by 1.1% in Q1 2026, selling an estimated $7.86K and leaving 10,415 shares worth $708K. The position accounts for 0.02% of the portfolio, ranked #558.

Atomi Financial Group first reported a position in WPC in Q1 2023 and has held it in 10 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Atomi Financial Group held 10,415 shares of W.P. Carey worth $708K as of Q1 2026.
  • Atomi Financial Group sold 112 W.P. Carey shares in Q1 2026, an estimated $7.86K.
  • W.P. Carey made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #558 holding.
  • Atomi Financial Group first reported a position in W.P. Carey in Q1 2023 and has held it in 10 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.