Belvedere Trading
WPC icon

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
-14,400
Closed -$953K – 1028
2025
Q4 		$953K Buy
+14,400
New +$959K ﹤0.01% 192
2025
Q1 		– Sell
-1,900
Closed -$107K – 1036
2024
Q4 		$107K Buy
1,900
+900
+90% +$51.3K ﹤0.01% 504
2024
Q3 		$63.7K Buy
1,000
+300
+43% +$17.8K ﹤0.01% 507
2024
Q2 		$39.6K Buy
+700
New +$39.5K ﹤0.01% 529

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

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.