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Ballast Advisors’s W.P. Carey WPC Stock Holding History

Ballast 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 		$105K Buy
+1,552
New +$109K 0.03% 153

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

Ballast Advisors's WPC Position: Q1 2026 in Review

Ballast Advisors opened a new position in W.P. Carey (WPC) in Q1 2026: 1,552 shares worth $105K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings.

865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Ballast Advisors held 1,552 shares of W.P. Carey worth $105K as of Q1 2026.
  • W.P. Carey was a new Ballast Advisors position in Q1 2026.
  • W.P. Carey made up 0.03% of Ballast Advisors's portfolio in Q1 2026, its #153 holding.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.