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Clarion Wealth Managment Partners’s W.P. Carey WPC Stock Holding History

Clarion Wealth Managment Partners’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 		$1.26M Sell
18,580
-932
-5% -$65.4K 1.14% 24
2025
Q4 		$1.26M Sell
19,512
-1,701
-8% -$113K 1.16% 21
2025
Q3 		$1.43M Buy
21,213
+129
+0.6% +$8.44K 1.41% 18
2025
Q2 		$1.32M Buy
+21,084
New +$1.3M 1.44% 17

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

Clarion Wealth Managment Partners's WPC Position: Q1 2026 in Review

Clarion Wealth Managment Partners reduced its W.P. Carey (WPC) stake by 4.8% in Q1 2026, selling an estimated $65.4K and leaving 18,580 shares worth $1.26M. The position accounts for 1.14% of the portfolio, ranked #24.

Clarion Wealth Managment Partners first reported a position in WPC in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Clarion Wealth Managment Partners held 18,580 shares of W.P. Carey worth $1.26M as of Q1 2026.
  • Clarion Wealth Managment Partners sold 932 W.P. Carey shares in Q1 2026, an estimated $65.4K.
  • W.P. Carey made up 1.14% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #24 holding.
  • Clarion Wealth Managment Partners first reported a position in W.P. Carey in Q2 2025 and has held it in 4 quarters since.
  • Clarion Wealth Managment Partners's W.P. Carey position peaked at $1.43M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.