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Capital Investment Advisors’s W.P. Carey WPC Stock Holding History

Capital Investment Advisors’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 		$273K Buy
4,022
+185
+5% +$13K ﹤0.01% 636
2025
Q4 		$247K Buy
3,837
+9
+0.2% +$599 ﹤0.01% 649
2025
Q3 		$259K Buy
3,828
+268
+8% +$17.5K ﹤0.01% 631
2025
Q2 		$222K Buy
3,560
+83
+2% +$5.11K ﹤0.01% 642
2025
Q1 		$219K Buy
+3,477
New +$206K ﹤0.01% 609
2024
Q4 		– Sell
-3,268
Closed -$204K – 699
2024
Q3 		$204K Buy
+3,268
New +$194K ﹤0.01% 622
2024
Q1 		– Sell
-5,872
Closed -$381K – 661
2023
Q4 		$381K Sell
5,872
-820
-12% -$47.2K 0.01% 432
2023
Q3 		$354K Sell
6,692
-94
-1% -$6.02K 0.01% 421
2023
Q2 		$449K Sell
6,786
-115
-2% -$8K 0.01% 357
2023
Q1 		$524K Buy
6,901
+987
+17% +$78.6K 0.02% 343
2022
Q4 		$453K Buy
5,914
+151
+3% +$11.3K 0.01% 370
2022
Q3 		$394K Buy
5,763
+313
+6% +$25.6K 0.01% 369
2022
Q2 		$442K Buy
5,450
+26
+0.5% +$2.1K 0.01% 359
2022
Q1 		$429K Sell
5,424
-217
-4% -$16.6K 0.01% 385
2021
Q4 		$453K Sell
5,641
-198
-3% -$15.2K 0.01% 391
2021
Q3 		$418K Sell
5,839
-812
-12% -$61.8K 0.01% 389
2021
Q2 		$486K Buy
+6,651
New +$487K 0.02% 369
2019
Q3 		– Sell
-2,915
Closed -$232K – 534
2019
Q2 		$232K Hold
2,915
– – 0.01% 435
2019
Q1 		$224K Sell
2,915
-818
-22% -$58.9K 0.01% 434
2018
Q4 		$239K Buy
+3,733
New +$243K 0.02% 407
2016
Q3 		– Sell
-4,225
Closed -$287K – 450
2016
Q2 		$287K Buy
+4,225
New +$265K 0.03% 333

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

Capital Investment Advisors's WPC Position: Q1 2026 in Review

Capital Investment Advisors increased its W.P. Carey (WPC) stake by 4.8% in Q1 2026, buying an estimated $13K and bringing the position to 4,022 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Capital Investment Advisors first reported a position in WPC in Q2 2016 and has held it in 21 quarters since. The position peaked at $524K in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Capital Investment Advisors held 4,022 shares of W.P. Carey worth $273K as of Q1 2026.
  • Capital Investment Advisors bought 185 W.P. Carey shares in Q1 2026, an estimated $13K.
  • W.P. Carey made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #636 holding.
  • Capital Investment Advisors first reported a position in W.P. Carey in Q2 2016 and has held it in 21 quarters since.
  • Capital Investment Advisors's W.P. Carey position peaked at $524K in Q1 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.