Belvedere Trading’s W.P. Carey WPC Stock Holding History

Belvedere Trading’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	-1,900	Closed	-$126K	–	1026
2025 Q4	$126K	Buy	+1,900	New	+$127K	﹤0.01%	544
2025 Q1	–	Sell	-8,700	Closed	-$491K	–	1034
2024 Q4	$491K	Hold	8,700	–	–	﹤0.01%	241
2024 Q3	$559K	Buy	8,700 +100	+1%	+$5.93K	﹤0.01%	176
2024 Q2	$487K	Buy	+8,600	New	+$485K	﹤0.01%	189

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

Belvedere Trading's WPC Position: Q1 2026 in Review

Belvedere Trading sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 3,972 shares — an estimated $256K sold.

Belvedere Trading first reported a position in WPC in Q3 2024 and held it in 3 quarters. The position peaked at $256K in Q4 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Belvedere Trading reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Belvedere Trading sold 3,972 W.P. Carey shares in Q1 2026, an estimated $256K.
Belvedere Trading first reported a position in W.P. Carey in Q3 2024 and held it in 3 quarters.
Belvedere Trading's W.P. Carey position peaked at $256K in Q4 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.