Capital Analysts LLC’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $110K | Buy |
1,627
+481
| +42% | +$33.7K | ﹤0.01% | 774 |
|
|
2025
Q4 | $74K | Buy |
1,146
+61
| +6% | +$4.06K | ﹤0.01% | 837 |
|
|
2025
Q3 | $73K | Buy |
1,085
+121
| +13% | +$7.92K | ﹤0.01% | 808 |
|
|
2025
Q2 | $60K | Buy |
964
+7
| +0.7% | +$431 | ﹤0.01% | 778 |
|
|
2025
Q1 | $61K | Buy |
957
+7
| +0.7% | +$414 | ﹤0.01% | 750 |
|
|
2024
Q4 | $52K | Buy |
950
+7
| +0.7% | +$399 | ﹤0.01% | 739 |
|
|
2024
Q3 | $59K | Buy |
943
+6
| +0.6% | +$356 | ﹤0.01% | 688 |
|
|
2024
Q2 | $52K | Buy |
937
+7
| +0.8% | +$395 | ﹤0.01% | 704 |
|
|
2024
Q1 | $52K | Buy |
930
+5
| +0.5% | +$299 | ﹤0.01% | 660 |
|
|
2023
Q4 | $60K | Sell |
925
-10
| -1% | -$576 | ﹤0.01% | 618 |
|
|
2023
Q3 | $50K | Buy |
935
+6
| +0.6% | +$384 | ﹤0.01% | 607 |
|
|
2023
Q2 | $62K | Buy |
929
+6
| +0.7% | +$417 | ﹤0.01% | 544 |
|
|
2023
Q1 | $70K | Buy |
923
+77
| +9% | +$6.13K | ﹤0.01% | 527 |
|
|
2022
Q4 | $65K | Buy |
846
+132
| +18% | +$9.91K | ﹤0.01% | 575 |
|
|
2022
Q3 | $49K | Buy |
714
+5
| +0.7% | +$409 | ﹤0.01% | 569 |
|
|
2022
Q2 | $57K | Buy |
709
+57
| +9% | +$4.6K | ﹤0.01% | 535 |
|
|
2022
Q1 | $52K | Buy |
652
+215
| +49% | +$16.5K | ﹤0.01% | 543 |
|
|
2021
Q4 | $35K | Buy |
437
+5
| +1% | +$383 | ﹤0.01% | 623 |
|
|
2021
Q3 | $31K | Buy |
432
+56
| +15% | +$4.26K | ﹤0.01% | 640 |
|
|
2021
Q2 | $27K | Buy |
376
+5
| +1% | +$366 | ﹤0.01% | 632 |
|
|
2021
Q1 | $26K | Buy |
371
+10
| +3% | +$670 | ﹤0.01% | 684 |
|
|
2020
Q4 | $25K | Hold |
361
| – | – | ﹤0.01% | 492 |
|
|
2020
Q3 | $23K | Hold |
361
| – | – | ﹤0.01% | 490 |
|
|
2020
Q2 | $24K | Buy |
361
+5
| +1% | +$311 | ﹤0.01% | 457 |
|
|
2020
Q1 | $20K | Sell |
356
-298
| -46% | -$22.6K | ﹤0.01% | 449 |
|
|
2019
Q4 | $51K | Hold |
654
| – | – | 0.01% | 395 |
|
|
2019
Q3 | $57K | Hold |
654
| – | – | 0.01% | 366 |
|
|
2019
Q2 | $52K | Buy |
654
+356
| +119% | +$28.2K | 0.01% | 365 |
|
|
2019
Q1 | $22K | Hold |
298
| – | – | ﹤0.01% | 428 |
|
|
2018
Q4 | $19K | Buy |
+298
| New | +$19.4K | ﹤0.01% | 411 |
|
|
2013
Q3 | – | Sell |
-240
| Closed | -$15.5K | – | 317 |
|
|
2013
Q2 | $15.5K | Buy |
+240
| New | +$16.3K | ﹤0.01% | 259 |
|
Other funds holding WPC
VPM
VCM
Capital Analysts LLC's WPC Position: Q1 2026 in Review
Capital Analysts LLC increased its W.P. Carey (WPC) stake by 42% in Q1 2026, buying an estimated $33.7K and bringing the position to 1,627 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #774.
Capital Analysts LLC first reported a position in WPC in Q2 2013 and has held it in 31 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Capital Analysts LLC held 1,627 shares of W.P. Carey worth $110K as of Q1 2026.
- Capital Analysts LLC bought 481 W.P. Carey shares in Q1 2026, an estimated $33.7K.
- W.P. Carey made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #774 holding.
- Capital Analysts LLC first reported a position in W.P. Carey in Q2 2013 and has held it in 31 quarters since.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.