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Basepoint Wealth’s W.P. Carey WPC Stock Holding History

Basepoint Wealth’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 		$269K Buy
3,954
+54
+1% +$3.79K 0.15% 86
2025
Q4 		$251K Sell
3,900
-1,734
-31% -$115K 0.15% 80
2025
Q3 		$381K Buy
5,634
+80
+1% +$5.24K 0.27% 67
2025
Q2 		$346K Buy
5,554
+84
+2% +$5.17K 0.27% 72
2025
Q1 		$345K Buy
5,470
+88
+2% +$5.21K 0.27% 69
2024
Q4 		$293K Sell
5,382
-112
-2% -$6.38K 0.23% 78
2024
Q3 		$342K Buy
5,494
+79
+1% +$4.68K 0.25% 75
2024
Q2 		$298K Buy
5,415
+82
+2% +$4.62K 0.24% 77
2024
Q1 		$301K Buy
5,333
+69
+1% +$4.13K 0.23% 90
2023
Q4 		$341K Sell
5,264
-6
-0.1% -$346 0.27% 78
2023
Q3 		$279K Buy
5,270
+79
+2% +$5.06K 0.23% 86
2023
Q2 		$343K Buy
5,191
+75
+1% +$5.21K 0.28% 76
2023
Q1 		$388K Buy
5,116
+65
+1% +$5.18K 0.32% 65
2022
Q4 		$387K Sell
5,051
-226
-4% -$17K 0.34% 63
2022
Q3 		$361K Buy
5,277
+1,825
+53% +$149K 0.38% 56
2022
Q2 		$280K Buy
3,452
+44
+1% +$3.55K 0.29% 70
2022
Q1 		$270K Buy
3,408
+44
+1% +$3.38K 0.25% 69
2021
Q4 		$270K Buy
+3,364
New +$257K 0.26% 62

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

Basepoint Wealth's WPC Position: Q1 2026 in Review

Basepoint Wealth increased its W.P. Carey (WPC) stake by 1.4% in Q1 2026, buying an estimated $3.79K and bringing the position to 3,954 shares worth $269K. The position accounts for 0.15% of the portfolio, ranked #86.

Basepoint Wealth first reported a position in WPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $388K in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Basepoint Wealth held 3,954 shares of W.P. Carey worth $269K as of Q1 2026.
  • Basepoint Wealth bought 54 W.P. Carey shares in Q1 2026, an estimated $3.79K.
  • W.P. Carey made up 0.15% of Basepoint Wealth's portfolio in Q1 2026, its #86 holding.
  • Basepoint Wealth first reported a position in W.P. Carey in Q4 2021 and has held it in 18 quarters since.
  • Basepoint Wealth's W.P. Carey position peaked at $388K in Q1 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.