Capital Advisory Group Advisory Services’s W.P. Carey WPC Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-3,707	Closed	-$239K	–	163
2025 Q4	$239K	Sell	3,707 -200	-5%	-$13.3K	0.07%	155
2025 Q3	$264K	Hold	3,907	–	–	0.08%	159
2025 Q2	$244K	Buy	3,907 +275	+8%	+$16.9K	0.09%	156
2025 Q1	$229K	Buy	+3,632	New	+$215K	0.09%	159
2024 Q4	–	Sell	-3,782	Closed	-$236K	–	179
2024 Q3	$236K	Sell	3,782 -200	-5%	-$11.9K	0.09%	140
2024 Q2	$219K	Sell	3,982 -100	-2%	-$5.64K	0.09%	138
2024 Q1	$230K	Hold	4,082	–	–	0.11%	133
2023 Q4	$265K	Sell	4,082 -86	-2%	-$4.96K	0.14%	122
2023 Q3	$221K	Buy	+4,168	New	+$267K	0.13%	133
2023 Q2	–	Sell	-4,168	Closed	-$316K	–	147
2023 Q1	$316K	Buy	4,168 +894	+27%	+$71.2K	0.19%	115
2022 Q4	$251K	Sell	3,274 -51	-2%	-$3.83K	0.17%	109
2022 Q3	$227K	Sell	3,325 -154	-4%	-$12.6K	0.16%	120
2022 Q2	$259K	Buy	3,479 +256	+8%	+$20.7K	0.15%	118
2022 Q1	$255K	Buy	3,223 +536	+20%	+$41.1K	0.12%	134
2021 Q4	$216K	Buy	2,687 +2,333	+659%	+$179K	0.09%	158
2021 Q3	$25K	Hold	354	–	–	0.01%	306
2021 Q2	$26K	Hold	354	–	–	0.01%	308
2021 Q1	$25K	Hold	354	–	–	0.01%	298
2020 Q4	$24K	Hold	354	–	–	0.01%	300
2020 Q3	$23K	Hold	354	–	–	0.01%	251
2020 Q2	$23K	Hold	354	–	–	0.01%	247
2020 Q1	$20K	Buy	+354	New	+$26.8K	0.02%	165
2019 Q4	–	Sell	-354	Closed	-$31K	–	424
2019 Q3	$31K	Hold	354	–	–	0.02%	175
2019 Q2	$28K	Hold	354	–	–	0.02%	189
2019 Q1	$27K	Hold	354	–	–	0.02%	184
2018 Q4	$23K	Buy	+354	New	+$23K	0.02%	183

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

Capital Advisory Group Advisory Services's WPC Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 3,707 shares — an estimated $239K sold.

Capital Advisory Group Advisory Services first reported a position in WPC in Q4 2018 and held it in 26 quarters. The position peaked at $316K in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 3,707 W.P. Carey shares in Q1 2026, an estimated $239K.
Capital Advisory Group Advisory Services first reported a position in W.P. Carey in Q4 2018 and held it in 26 quarters.
Capital Advisory Group Advisory Services's W.P. Carey position peaked at $316K in Q1 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.