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Callan Family Office’s W.P. Carey WPC Stock Holding History

Callan Family Office’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 		$237K Sell
3,487
-250
-7% -$17.5K 0.01% 1004
2025
Q4 		$241K Buy
3,737
+576
+18% +$38.4K 0.01% 993
2025
Q3 		$214K Buy
+3,161
New +$207K 0.01% 807

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

Callan Family Office's WPC Position: Q1 2026 in Review

Callan Family Office reduced its W.P. Carey (WPC) stake by 6.7% in Q1 2026, selling an estimated $17.5K and leaving 3,487 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #1004.

Callan Family Office first reported a position in WPC in Q3 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Callan Family Office held 3,487 shares of W.P. Carey worth $237K as of Q1 2026.
  • Callan Family Office sold 250 W.P. Carey shares in Q1 2026, an estimated $17.5K.
  • W.P. Carey made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #1004 holding.
  • Callan Family Office first reported a position in W.P. Carey in Q3 2025 and has held it in 3 quarters since.
  • Callan Family Office's W.P. Carey position peaked at $241K in Q4 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.