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Blue Trust Inc’s W.P. Carey WPC Stock Holding History

Blue Trust 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 		$22K Sell
323
-213
-40% -$14.9K ﹤0.01% 1613
2025
Q4 		$34.5K Sell
536
-119
-18% -$7.92K ﹤0.01% 1484
2025
Q3 		$44.3K Sell
655
-264
-29% -$17.3K ﹤0.01% 1454
2025
Q2 		$57.3K Buy
919
+237
+35% +$14.6K ﹤0.01% 1340
2025
Q1 		$43K Sell
682
-167
-20% -$9.88K ﹤0.01% 1437
2024
Q4 		$46.3K Sell
849
-710
-46% -$40.5K ﹤0.01% 1377
2024
Q3 		$85.8K Buy
1,559
+613
+65% +$36.3K ﹤0.01% 1302
2024
Q2 		$53.4K Buy
946
+675
+249% +$38K ﹤0.01% 1225
2024
Q1 		$15.3K Sell
271
-816
-75% -$48.8K ﹤0.01% 1325
2023
Q4 		$59K Buy
1,087
+334
+44% +$19.2K ﹤0.01% 870
2023
Q3 		$50K Sell
753
-19
-2% -$1.22K ﹤0.01% 852
2023
Q2 		$59K Sell
772
-123
-14% -$8.55K ﹤0.01% 650
2023
Q1 		$68K Sell
895
-42
-4% -$3.35K ﹤0.01% 905
2022
Q4 		$64K Buy
937
+170
+22% +$12.8K ﹤0.01% 828
2022
Q3 		$62K Buy
767
+57
+8% +$4.67K ﹤0.01% 681
2022
Q2 		$56K Buy
+710
New +$57.3K ﹤0.01% 655

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

Blue Trust Inc's WPC Position: Q1 2026 in Review

Blue Trust Inc reduced its W.P. Carey (WPC) stake by 40% in Q1 2026, selling an estimated $14.9K and leaving 323 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Blue Trust Inc first reported a position in WPC in Q2 2022 and has held it in 16 quarters since. The position peaked at $85.8K in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Blue Trust Inc held 323 shares of W.P. Carey worth $22K as of Q1 2026.
  • Blue Trust Inc sold 213 W.P. Carey shares in Q1 2026, an estimated $14.9K.
  • W.P. Carey made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1613 holding.
  • Blue Trust Inc first reported a position in W.P. Carey in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's W.P. Carey position peaked at $85.8K in Q3 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.