Axis Wealth Partners’s W.P. Carey WPC Stock Holding History

Axis Wealth Partners’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	$421K	Sell	6,198 -832	-12%	-$58.4K	0.22%	111
2025 Q4	$452K	Sell	7,030 -376	-5%	-$25K	0.25%	114
2025 Q3	$500K	Sell	7,406 -260	-3%	-$17K	0.29%	98
2025 Q2	$478K	Buy	7,666 +21	+0.3%	+$1.29K	0.31%	92
2025 Q1	$482K	Sell	7,645 -952	-11%	-$56.4K	0.36%	81
2024 Q4	$468K	Buy	+8,597	New	+$490K	0.39%	76

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

Axis Wealth Partners's WPC Position: Q1 2026 in Review

Axis Wealth Partners reduced its W.P. Carey (WPC) stake by 12% in Q1 2026, selling an estimated $58.4K and leaving 6,198 shares worth $421K. The position accounts for 0.22% of the portfolio, ranked #111.

Axis Wealth Partners first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $500K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Axis Wealth Partners held 6,198 shares of W.P. Carey worth $421K as of Q1 2026.
Axis Wealth Partners sold 832 W.P. Carey shares in Q1 2026, an estimated $58.4K.
W.P. Carey made up 0.22% of Axis Wealth Partners's portfolio in Q1 2026, its #111 holding.
Axis Wealth Partners first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's W.P. Carey position peaked at $500K in Q3 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.