BLB&B Advisors’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$751K Buy
11,049
+1
+0% +$70 0.03% 154
2025
Q4
$711K Buy
11,048
+1
+0% +$67 0.03% 155
2025
Q3
$746K Buy
11,047
+1
+0% +$65 0.03% 149
2025
Q2
$689K Buy
11,046
+1
+0% +$62 0.03% 153
2025
Q1
$697K Buy
+11,045
New +$654K 0.04% 156

Other funds holding WPC

BLB&B Advisors's WPC Position: Q1 2026 in Review

BLB&B Advisors increased its W.P. Carey (WPC) stake by 0.01% in Q1 2026, buying an estimated $70 and bringing the position to 11,049 shares worth $751K. The position accounts for 0.03% of the portfolio, ranked #154.

BLB&B Advisors first reported a position in WPC in Q1 2025 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • BLB&B Advisors held 11,049 shares of W.P. Carey worth $751K as of Q1 2026.
  • BLB&B Advisors bought 1 W.P. Carey share in Q1 2026, an estimated $70.
  • W.P. Carey made up 0.03% of BLB&B Advisors's portfolio in Q1 2026, its #154 holding.
  • BLB&B Advisors first reported a position in W.P. Carey in Q1 2025 and has held it in 5 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on BLB&B Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.