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

Clearstead Trust’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 		$22.7K Hold
334
– – ﹤0.01% 417
2025
Q4 		$21.5K Hold
334
– – ﹤0.01% 434
2025
Q3 		$22.6K Hold
334
– – ﹤0.01% 417
2025
Q2 		$20.8K Hold
334
– – ﹤0.01% 420
2025
Q1 		$21.1K Buy
+334
New +$19.8K ﹤0.01% 348

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 Trust's WPC Position: Q1 2026 in Review

Clearstead Trust held its W.P. Carey (WPC) position steady in Q1 2026 at 334 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Clearstead Trust first reported a position in WPC in Q1 2025 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Clearstead Trust held 334 shares of W.P. Carey worth $22.7K as of Q1 2026.
  • Clearstead Trust left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #417 holding.
  • Clearstead Trust first reported a position in W.P. Carey in Q1 2025 and has held it in 5 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

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