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Benjamin Edwards Inc’s W.P. Carey WPC Stock Holding History

Benjamin Edwards Inc’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 		$347K Buy
5,106
+110
+2% +$7.72K ﹤0.01% 1116
2025
Q4 		$322K Sell
4,996
-145
-3% -$9.66K ﹤0.01% 1084
2025
Q3 		$348K Sell
5,141
-1
-0% -$65 ﹤0.01% 1054
2025
Q2 		$321K Buy
5,142
+74
+1% +$4.56K ﹤0.01% 974
2025
Q1 		$320K Buy
5,068
+75
+2% +$4.44K ﹤0.01% 917
2024
Q4 		$272K Buy
4,993
+17
+0.3% +$969 ﹤0.01% 998
2024
Q3 		$310K Buy
4,976
+4,062
+444% +$241K ﹤0.01% 940
2024
Q2 		$50K Sell
914
-5
-0.5% -$282 0.01% 500
2024
Q1 		$52K Sell
919
-1,677
-65% -$100K 0.01% 478
2023
Q4 		$168K Sell
2,596
-161
-6% -$9.28K 0.04% 348
2023
Q3 		$146K Sell
2,757
-129
-4% -$8.26K 0.03% 331
2023
Q2 		$191K Buy
2,886
+8
+0.3% +$556 0.04% 281
2023
Q1 		$218K Buy
2,878
+538
+23% +$42.9K 0.05% 261
2022
Q4 		$179K Buy
2,340
+208
+10% +$15.6K 0.05% 271
2022
Q3 		$146K Buy
2,132
+179
+9% +$14.7K 0.04% 292
2022
Q2 		$158K Buy
1,953
+326
+20% +$26.3K 0.05% 279
2022
Q1 		$129K Buy
1,627
+587
+56% +$45K 0.04% 320
2021
Q4 		$84K Buy
1,040
+807
+346% +$61.8K 0.03% 366
2021
Q3 		$17K Buy
+233
New +$17.7K 0.01% 419

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

Benjamin Edwards Inc's WPC Position: Q1 2026 in Review

Benjamin Edwards Inc increased its W.P. Carey (WPC) stake by 2.2% in Q1 2026, buying an estimated $7.72K and bringing the position to 5,106 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Benjamin Edwards Inc first reported a position in WPC in Q3 2021 and has held it in 19 quarters since. The position peaked at $348K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Benjamin Edwards Inc held 5,106 shares of W.P. Carey worth $347K as of Q1 2026.
  • Benjamin Edwards Inc bought 110 W.P. Carey shares in Q1 2026, an estimated $7.72K.
  • W.P. Carey made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1116 holding.
  • Benjamin Edwards Inc first reported a position in W.P. Carey in Q3 2021 and has held it in 19 quarters since.
  • Benjamin Edwards Inc's W.P. Carey position peaked at $348K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.