BridgePort Financial Solutions’s W.P. Carey WPC Stock Holding History

BridgePort Financial Solutions’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	$1.89M	Sell	27,764 -508	-2%	-$35.6K	0.53%	42
2025 Q4	$1.82M	Sell	28,272 -82	-0.3%	-$5.46K	0.49%	43
2025 Q3	$1.92M	Sell	28,354 -327	-1%	-$21.4K	0.51%	43
2025 Q2	$1.79M	Buy	28,681 +180	+0.6%	+$11.1K	0.59%	41
2025 Q1	$1.8M	Buy	28,501 +979	+4%	+$58K	0.81%	31
2024 Q4	$1.77M	Buy	+27,522	New	+$1.57M	0.8%	31

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

BridgePort Financial Solutions's WPC Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its W.P. Carey (WPC) stake by 1.8% in Q1 2026, selling an estimated $35.6K and leaving 27,764 shares worth $1.89M. The position accounts for 0.53% of the portfolio, ranked #42.

BridgePort Financial Solutions first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.92M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

BridgePort Financial Solutions held 27,764 shares of W.P. Carey worth $1.89M as of Q1 2026.
BridgePort Financial Solutions sold 508 W.P. Carey shares in Q1 2026, an estimated $35.6K.
W.P. Carey made up 0.53% of BridgePort Financial Solutions's portfolio in Q1 2026, its #42 holding.
BridgePort Financial Solutions first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's W.P. Carey position peaked at $1.92M in Q3 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.