Blume Capital Management’s W.P. Carey WPC Stock Holding History

Blume Capital Management’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	$9.11K	Hold	134	–	–	﹤0.01%	277
2025 Q4	$8.63K	Hold	134	–	–	﹤0.01%	268
2025 Q3	$9.05K	Hold	134	–	–	﹤0.01%	280
2025 Q2	$8.36K	Sell	134 -5	-4%	-$308	﹤0.01%	292
2025 Q1	$8.77K	Buy	139 +5	+4%	+$296	﹤0.01%	272
2024 Q4	$7.3K	Hold	134	–	–	﹤0.01%	273
2024 Q3	$8.35K	Hold	134	–	–	﹤0.01%	279
2024 Q2	$7.38K	Hold	134	–	–	﹤0.01%	263
2024 Q1	$7.56K	Hold	134	–	–	﹤0.01%	259
2023 Q4	$8.69K	Sell	134 -140	-51%	-$8.06K	﹤0.01%	253
2023 Q3	$14.5K	Hold	274	–	–	﹤0.01%	229
2023 Q2	$18.1K	Hold	274	–	–	0.01%	219
2023 Q1	$20.8K	Hold	274	–	–	0.01%	209
2022 Q4	$20.9K	Hold	274	–	–	0.01%	209
2022 Q3	$19K	Buy	+274	New	+$22.4K	0.01%	206

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

Blume Capital Management's WPC Position: Q1 2026 in Review

Blume Capital Management held its W.P. Carey (WPC) position steady in Q1 2026 at 134 shares worth $9.11K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Blume Capital Management first reported a position in WPC in Q3 2022 and has held it in 15 quarters since. The position peaked at $20.9K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Blume Capital Management held 134 shares of W.P. Carey worth $9.11K as of Q1 2026.
Blume Capital Management left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up ﹤0.01% of Blume Capital Management's portfolio in Q1 2026, its #277 holding.
Blume Capital Management first reported a position in W.P. Carey in Q3 2022 and has held it in 15 quarters since.
Blume Capital Management's W.P. Carey position peaked at $20.9K in Q4 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Blume Capital Management's 13F filing for Q1 2026, filed 1 May 2026.