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

Childress Capital 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 		$207K Buy
+3,052
New +$214K 0.04% 348
2021
Q1 		– Sell
-50
Closed -$3K – 957
2020
Q4 		$3K Buy
+50
New +$3.34K ﹤0.01% 929

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

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

Childress Capital Advisors opened a new position in W.P. Carey (WPC) in Q1 2026: 3,052 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #348 among its holdings. This is a return to the name: Childress Capital Advisors previously reported a position in WPC as recently as Q4 2020.

Childress Capital Advisors first reported a position in WPC in Q4 2020 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Childress Capital Advisors held 3,052 shares of W.P. Carey worth $207K as of Q1 2026.
  • W.P. Carey was a new Childress Capital Advisors position in Q1 2026.
  • W.P. Carey made up 0.04% of Childress Capital Advisors's portfolio in Q1 2026, its #348 holding.
  • Childress Capital Advisors first reported a position in W.P. Carey in Q4 2020 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.