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Clearstead Advisors’s W.P. Carey WPC Stock Holding History

Clearstead 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 		$4.69K Sell
69
-870
-93% -$61K ﹤0.01% 1750
2025
Q4 		$60.4K Buy
939
+293
+45% +$19.5K ﹤0.01% 1317
2025
Q3 		$43.7K Buy
646
+273
+73% +$17.9K ﹤0.01% 1324
2025
Q2 		$23.3K Buy
373
+322
+631% +$19.8K ﹤0.01% 1564
2025
Q1 		$3.22K Sell
51
-58
-53% -$3.43K ﹤0.01% 1817
2024
Q4 		$5.94K Buy
109
+9
+9% +$513 ﹤0.01% 1684
2024
Q3 		$6.23K Hold
100
– – ﹤0.01% 1683
2024
Q2 		$5.5K Hold
100
– – ﹤0.01% 1672
2024
Q1 		$5.87K Hold
100
– – ﹤0.01% 1149
2023
Q4 		$6.48K Sell
100
-527
-84% -$30.4K ﹤0.01% 1125
2023
Q3 		$33.2K Buy
627
+455
+265% +$29.1K ﹤0.01% 945
2023
Q2 		$11.4K Sell
172
-134
-44% -$9.32K ﹤0.01% 971
2023
Q1 		$23.2K Hold
306
– – ﹤0.01% 821
2022
Q4 		$23.4K Sell
306
-104
-25% -$7.81K ﹤0.01% 773
2022
Q3 		$28K Hold
410
– – ﹤0.01% 713
2022
Q2 		$33K Hold
410
– – ﹤0.01% 708
2022
Q1 		$32K Sell
410
-205
-33% -$15.7K ﹤0.01% 771
2021
Q4 		$49K Buy
+615
New +$47.1K ﹤0.01% 659
2021
Q3 		– Sell
-204
Closed -$15K – 1408
2021
Q2 		$15K Buy
+204
New +$14.9K ﹤0.01% 753

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

Clearstead Advisors's WPC Position: Q1 2026 in Review

Clearstead Advisors reduced its W.P. Carey (WPC) stake by 93% in Q1 2026, selling an estimated $61K and leaving 69 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Clearstead Advisors first reported a position in WPC in Q2 2021 and has held it in 19 quarters since. The position peaked at $60.4K in Q4 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Clearstead Advisors held 69 shares of W.P. Carey worth $4.69K as of Q1 2026.
  • Clearstead Advisors sold 870 W.P. Carey shares in Q1 2026, an estimated $61K.
  • W.P. Carey made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1750 holding.
  • Clearstead Advisors first reported a position in W.P. Carey in Q2 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's W.P. Carey position peaked at $60.4K in Q4 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.