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Bruce G. Allen Investments’s W.P. Carey WPC Stock Holding History

Bruce G. Allen Investments’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 		$95.9K Sell
1,411
-26
-2% -$1.82K 0.06% 166
2025
Q4 		$92.5K Buy
1,437
+2
+0.1% +$133 0.06% 170
2025
Q3 		$97K Hold
1,435
– – 0.07% 169
2025
Q2 		$89.5K Sell
1,435
-2
-0.1% -$123 0.07% 170
2025
Q1 		$90.7K Sell
1,437
-34
-2% -$2.01K 0.07% 153
2024
Q4 		$80.1K Buy
1,471
+293
+25% +$16.7K 0.07% 175
2024
Q3 		$73.4K Buy
1,178
+36
+3% +$2.13K 0.06% 195
2024
Q2 		$62.9K Buy
1,142
+336
+42% +$18.9K 0.05% 205
2024
Q1 		$45.5K Buy
806
+691
+601% +$41.4K 0.04% 255
2023
Q4 		$7.45K Buy
+115
New +$6.63K 0.01% 533

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

Bruce G. Allen Investments's WPC Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its W.P. Carey (WPC) stake by 1.8% in Q1 2026, selling an estimated $1.82K and leaving 1,411 shares worth $95.9K. The position accounts for 0.06% of the portfolio, ranked #166.

Bruce G. Allen Investments first reported a position in WPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $97K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Bruce G. Allen Investments held 1,411 shares of W.P. Carey worth $95.9K as of Q1 2026.
  • Bruce G. Allen Investments sold 26 W.P. Carey shares in Q1 2026, an estimated $1.82K.
  • W.P. Carey made up 0.06% of Bruce G. Allen Investments's portfolio in Q1 2026, its #166 holding.
  • Bruce G. Allen Investments first reported a position in W.P. Carey in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's W.P. Carey position peaked at $97K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.