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

Capital Planning 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 		$250K Sell
3,683
-3
-0.1% -$210 0.04% 134
2025
Q4 		$237K Buy
3,686
+37
+1% +$2.46K 0.03% 148
2025
Q3 		$247K Buy
3,649
+2
+0.1% +$131 0.03% 137
2025
Q2 		$228K Buy
3,647
+2
+0.1% +$123 0.03% 131
2025
Q1 		$230K Buy
+3,645
New +$216K 0.04% 129
2024
Q4 		– Sell
-3,657
Closed -$228K – 148
2024
Q3 		$228K Hold
3,657
– – 0.03% 133
2024
Q2 		$201K Hold
3,657
– – 0.03% 135
2024
Q1 		$206K Sell
3,657
-88
-2% -$5.27K 0.04% 137
2023
Q4 		$243K Sell
3,745
-291
-7% -$16.8K 0.05% 121
2023
Q3 		$214K Buy
4,036
+211
+6% +$13.5K 0.04% 117
2023
Q2 		$253K Buy
3,825
+51
+1% +$3.55K 0.05% 116
2023
Q1 		$286K Sell
3,774
-25
-0.7% -$1.99K 0.06% 106
2022
Q4 		$291K Buy
3,799
+63
+2% +$4.73K 0.07% 103
2022
Q3 		$255K Sell
3,736
-123
-3% -$10.1K 0.07% 106
2022
Q2 		$313K Buy
3,859
+123
+3% +$9.93K 0.08% 103
2022
Q1 		$296K Sell
3,736
-29
-0.8% -$2.23K 0.06% 128
2021
Q4 		$303K Buy
3,765
+60
+2% +$4.59K 0.06% 125
2021
Q3 		$265K Hold
3,705
– – 0.06% 126
2021
Q2 		$271K Sell
3,705
-1,470
-28% -$108K 0.06% 129
2021
Q1 		$359K Hold
5,175
– – 0.08% 112
2020
Q4 		$358K Hold
5,175
– – 0.09% 109
2020
Q3 		$330K Sell
5,175
-205
-4% -$13.8K 0.09% 105
2020
Q2 		$356K Hold
5,380
– – 0.11% 101
2020
Q1 		$306K Hold
5,380
– – 0.11% 99
2019
Q4 		$422K Buy
5,380
+205
+4% +$17.2K 0.11% 97
2019
Q3 		$454K Hold
5,175
– – 0.13% 91
2019
Q2 		$412K Hold
5,175
– – 0.12% 93
2019
Q1 		$397K Hold
5,175
– – 0.12% 99
2018
Q4 		$331K Buy
+5,175
New +$337K 0.12% 97

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 Planning Advisors's WPC Position: Q1 2026 in Review

Capital Planning Advisors reduced its W.P. Carey (WPC) stake by 0.08% in Q1 2026, selling an estimated $210 and leaving 3,683 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #134.

Capital Planning Advisors first reported a position in WPC in Q4 2018 and has held it in 29 quarters since. The position peaked at $454K in Q3 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Capital Planning Advisors held 3,683 shares of W.P. Carey worth $250K as of Q1 2026.
  • Capital Planning Advisors sold 3 W.P. Carey shares in Q1 2026, an estimated $210.
  • W.P. Carey made up 0.04% of Capital Planning Advisors's portfolio in Q1 2026, its #134 holding.
  • Capital Planning Advisors first reported a position in W.P. Carey in Q4 2018 and has held it in 29 quarters since.
  • Capital Planning Advisors's W.P. Carey position peaked at $454K in Q3 2019.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.