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Bell Investment Advisors’s W.P. Carey WPC Stock Holding History

Bell Investment 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 		$2.99K Sell
44
-5
-10% -$351 ﹤0.01% 1174
2025
Q4 		$3.15K Sell
49
-41
-46% -$2.73K ﹤0.01% 1180
2025
Q3 		$6.08K Sell
90
-25
-22% -$1.64K ﹤0.01% 828
2025
Q2 		$7.17K Hold
115
– – ﹤0.01% 812
2025
Q1 		$7.26K Sell
115
-14
-11% -$829 ﹤0.01% 730
2024
Q4 		$7.03K Buy
129
+5
+4% +$285 ﹤0.01% 755
2024
Q3 		$7.73K Hold
124
– – ﹤0.01% 727
2024
Q2 		$6.83K Sell
124
-9
-7% -$507 ﹤0.01% 772
2024
Q1 		$7.51K Hold
133
– – ﹤0.01% 710
2023
Q4 		$8.62K Sell
133
-99
-43% -$5.7K ﹤0.01% 620
2023
Q3 		$12.3K Buy
232
+96
+71% +$6.15K ﹤0.01% 433
2023
Q2 		$8.99K Buy
136
+23
+20% +$1.6K ﹤0.01% 549
2023
Q1 		$8.6K Sell
113
-14
-11% -$1.12K ﹤0.01% 540
2022
Q4 		$9.69K Sell
127
-2
-2% -$150 ﹤0.01% 496
2022
Q3 		$9K Sell
129
-42
-25% -$3.44K ﹤0.01% 458
2022
Q2 		$14K Buy
+171
New +$13.8K ﹤0.01% 353
2021
Q4 		$13K Sell
167
-59
-26% -$4.52K ﹤0.01% 426
2021
Q3 		$16K Buy
+226
New +$17.2K ﹤0.01% 340

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

Bell Investment Advisors's WPC Position: Q1 2026 in Review

Bell Investment Advisors reduced its W.P. Carey (WPC) stake by 10% in Q1 2026, selling an estimated $351 and leaving 44 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Bell Investment Advisors first reported a position in WPC in Q3 2021 and has held it in 18 quarters since. The position peaked at $16K in Q3 2021. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Bell Investment Advisors held 44 shares of W.P. Carey worth $2.99K as of Q1 2026.
  • Bell Investment Advisors sold 5 W.P. Carey shares in Q1 2026, an estimated $351.
  • W.P. Carey made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1174 holding.
  • Bell Investment Advisors first reported a position in W.P. Carey in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's W.P. Carey position peaked at $16K in Q3 2021.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.