CarsonAllaria Wealth Management’s W.P. Carey WPC Stock Holding History

CarsonAllaria Wealth Management’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	$370K	Buy	5,444 +25	+0.5%	+$1.75K	0.18%	40
2025 Q4	$349K	Buy	5,419 +29	+0.5%	+$1.93K	0.17%	42
2025 Q3	$364K	Sell	5,390 -1,732	-24%	-$113K	0.19%	43
2025 Q2	$444K	Buy	7,122 +53	+0.7%	+$3.26K	0.24%	39
2025 Q1	$446K	Sell	7,069 -2,718	-28%	-$161K	0.26%	39
2024 Q4	$533K	Buy	9,787 +92	+0.9%	+$5.24K	0.31%	35
2024 Q3	$604K	Buy	9,695 +93	+1%	+$5.51K	0.35%	34
2024 Q2	$529K	Buy	9,602 +97	+1%	+$5.47K	0.32%	34
2024 Q1	$537K	Buy	9,505 +77	+0.8%	+$4.61K	0.34%	35
2023 Q4	$611K	Buy	9,428 +1,822	+24%	+$105K	0.44%	31
2023 Q3	$403K	Buy	7,606 +12	+0.2%	+$769	0.33%	35
2023 Q2	$503K	Buy	7,594 +12	+0.2%	+$834	0.4%	33
2023 Q1	$575K	Buy	7,582 +10	+0.1%	+$797	0.48%	28
2022 Q4	$580K	Buy	7,572 +11	+0.1%	+$826	0.51%	29
2022 Q3	$517K	Buy	7,561 +53	+0.7%	+$4.34K	0.48%	28
2022 Q2	$609K	Buy	7,508 +50	+0.7%	+$4.04K	0.57%	24
2022 Q1	$591K	Buy	7,458 +99	+1%	+$7.59K	0.53%	30
2021 Q4	$591K	Buy	+7,359	New	+$563K	0.52%	29

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

CarsonAllaria Wealth Management's WPC Position: Q1 2026 in Review

CarsonAllaria Wealth Management increased its W.P. Carey (WPC) stake by 0.46% in Q1 2026, buying an estimated $1.75K and bringing the position to 5,444 shares worth $370K. The position accounts for 0.18% of the portfolio, ranked #40.

CarsonAllaria Wealth Management first reported a position in WPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $611K in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

CarsonAllaria Wealth Management held 5,444 shares of W.P. Carey worth $370K as of Q1 2026.
CarsonAllaria Wealth Management bought 25 W.P. Carey shares in Q1 2026, an estimated $1.75K.
W.P. Carey made up 0.18% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #40 holding.
CarsonAllaria Wealth Management first reported a position in W.P. Carey in Q4 2021 and has held it in 18 quarters since.
CarsonAllaria Wealth Management's W.P. Carey position peaked at $611K in Q4 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.