BCS Wealth Management’s W.P. Carey WPC Stock Holding History

BCS Wealth Management’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	–	Sell	-3,200	Closed	-$206K	–	347
2025 Q4	$206K	Buy	+3,200	New	+$213K	0.02%	346
2023 Q2	–	Sell	-2,694	Closed	-$204K	–	183
2023 Q1	$204K	Hold	2,694	–	–	0.09%	152
2022 Q4	$206K	Buy	+2,694	New	+$202K	0.09%	183
2022 Q3	–	Sell	-2,694	Closed	-$219K	–	194
2022 Q2	$219K	Sell	2,694 -103	-4%	-$8.31K	0.1%	166
2022 Q1	$221K	Hold	2,797	–	–	0.09%	176
2021 Q4	$225K	Hold	2,797	–	–	0.08%	182
2021 Q3	$200K	Buy	+2,797	New	+$213K	0.08%	167
2021 Q2	–	Sell	-3,104	Closed	-$215K	–	174
2021 Q1	$215K	Hold	3,104	–	–	0.1%	148
2020 Q4	$215K	Buy	+3,104	New	+$207K	0.11%	133
2020 Q3	–	Sell	-3,104	Closed	-$206K	–	132
2020 Q2	$206K	Buy	+3,104	New	+$193K	0.12%	114
2020 Q1	–	Sell	-3,104	Closed	-$243K	–	128
2019 Q4	$243K	Buy	+3,104	New	+$260K	0.16%	95

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

BCS Wealth Management's WPC Position: Q1 2026 in Review

BCS Wealth Management sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 3,200 shares — an estimated $206K sold.

BCS Wealth Management first reported a position in WPC in Q4 2019 and held it in 11 quarters. The position peaked at $243K in Q4 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

BCS Wealth Management reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 3,200 W.P. Carey shares in Q1 2026, an estimated $206K.
BCS Wealth Management first reported a position in W.P. Carey in Q4 2019 and held it in 11 quarters.
BCS Wealth Management's W.P. Carey position peaked at $243K in Q4 2019.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.