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Beacon Pointe Advisors’s W.P. Carey WPC Stock Holding History

Beacon Pointe 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 		$4.39M Buy
64,624
+5,053
+8% +$354K 0.02% 503
2025
Q4 		$3.83M Sell
59,571
-7,387
-11% -$492K 0.03% 454
2025
Q3 		$4.52M Sell
66,958
-7,446
-10% -$487K 0.04% 375
2025
Q2 		$4.64M Sell
74,404
-3,915
-5% -$241K 0.05% 325
2025
Q1 		$4.94M Sell
78,319
-4,373
-5% -$259K 0.06% 300
2024
Q4 		$4.51M Sell
82,692
-9,121
-10% -$520K 0.05% 307
2024
Q3 		$5.72M Sell
91,813
-9,092
-9% -$539K 0.07% 259
2024
Q2 		$5.55M Sell
100,905
-20,594
-17% -$1.16M 0.07% 258
2024
Q1 		$6.86M Buy
121,499
+33,464
+38% +$2M 0.08% 230
2023
Q4 		$5.71M Buy
88,035
+187
+0.2% +$10.8K 0.07% 249
2023
Q3 		$4.65M Buy
87,848
+30,018
+52% +$1.92M 0.06% 285
2023
Q2 		$3.83M Sell
57,830
-31,891
-36% -$2.22M 0.06% 261
2023
Q1 		$6.81M Buy
89,721
+27,743
+45% +$2.21M 0.12% 174
2022
Q4 		$4.74M Sell
61,978
-1,678
-3% -$126K 0.09% 200
2022
Q3 		$4.35M Buy
63,656
+15,024
+31% +$1.23M 0.1% 187
2022
Q2 		$3.94M Sell
48,632
-29,387
-38% -$2.37M 0.08% 211
2022
Q1 		$6.18M Buy
78,019
+28,468
+57% +$2.18M 0.08% 220
2021
Q4 		$3.98M Buy
49,551
+110
+0.2% +$8.42K 0.1% 167
2021
Q3 		$3.54M Buy
49,441
+19,653
+66% +$1.5M 0.09% 207
2021
Q2 		$2.18M Buy
29,788
+6,294
+27% +$461K 0.08% 207
2021
Q1 		$1.63M Buy
23,494
+3,749
+19% +$251K 0.1% 161
2020
Q4 		$1.37M Buy
19,745
+15,455
+360% +$1.03M 0.09% 164
2020
Q3 		$274K Buy
4,290
+1,086
+34% +$73.2K 0.03% 311
2020
Q2 		$213K Buy
+3,204
New +$199K 0.02% 359
2020
Q1 		– Sell
-3,869
Closed -$304K – 318
2019
Q4 		$304K Sell
3,869
-188
-5% -$15.8K 0.09% 169
2019
Q3 		$355K Sell
4,057
-48
-1% -$4.09K 0.15% 123
2019
Q2 		$327K Sell
4,105
-367
-8% -$29.1K 0.12% 152
2019
Q1 		$345K Sell
4,472
-198
-4% -$14.3K 0.13% 140
2018
Q4 		$299K Buy
+4,670
New +$304K 0.18% 123

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

Beacon Pointe Advisors's WPC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its W.P. Carey (WPC) stake by 8.5% in Q1 2026, buying an estimated $354K and bringing the position to 64,624 shares worth $4.39M. The position accounts for 0.02% of the portfolio, ranked #503.

Beacon Pointe Advisors first reported a position in WPC in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.86M in Q1 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Beacon Pointe Advisors held 64,624 shares of W.P. Carey worth $4.39M as of Q1 2026.
  • Beacon Pointe Advisors bought 5,053 W.P. Carey shares in Q1 2026, an estimated $354K.
  • W.P. Carey made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #503 holding.
  • Beacon Pointe Advisors first reported a position in W.P. Carey in Q4 2018 and has held it in 29 quarters since.
  • Beacon Pointe Advisors's W.P. Carey position peaked at $6.86M in Q1 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.