CWP
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Concord Wealth Partners’s W.P. Carey WPC Stock Holding History

Concord Wealth 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 		– Sell
-1,232
Closed -$79.3K – 794
2025
Q4 		$79.3K Hold
1,232
– – 0.01% 281
2025
Q3 		$83.2K Sell
1,232
-823
-40% -$53.9K 0.01% 274
2025
Q2 		$128K Buy
2,055
+266
+15% +$16.4K 0.02% 246
2025
Q1 		$113K Hold
1,789
– – 0.02% 235
2024
Q4 		$97.5K Sell
1,789
-377
-17% -$21.5K 0.02% 253
2024
Q3 		$135K Sell
2,166
-266
-11% -$15.8K 0.02% 239
2024
Q2 		$134K Sell
2,432
-2,475
-50% -$139K 0.02% 223
2024
Q1 		$277K Sell
4,907
-1,540
-24% -$92.2K 0.05% 179
2023
Q4 		$418K Sell
6,447
-1,529
-19% -$88.1K 0.08% 143
2023
Q3 		$422K Sell
7,976
-741
-9% -$47.5K 0.09% 134
2023
Q2 		$577K Buy
8,717
+1,524
+21% +$106K 0.12% 102
2023
Q1 		$546K Sell
7,193
-1,535
-18% -$122K 0.15% 81
2022
Q4 		$668K Hold
8,728
– – 0.2% 70
2022
Q3 		$597K Hold
8,728
– – 0.19% 77
2022
Q2 		$708K Sell
8,728
-24
-0.3% -$1.94K 0.19% 74
2022
Q1 		$693K Sell
8,752
-243
-3% -$18.6K 0.18% 79
2021
Q4 		$723K Buy
8,995
+3,973
+79% +$304K 0.18% 71
2021
Q3 		$359K Sell
5,022
-3,980
-44% -$303K 0.15% 48
2021
Q2 		$658K Sell
9,002
-631
-7% -$46.2K 0.19% 51
2021
Q1 		$668K Sell
9,633
-12,010
-55% -$805K 0.23% 45
2020
Q4 		$1.5M Buy
+21,643
New +$1.45M 1.15% 14

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

Concord Wealth Partners's WPC Position: Q1 2026 in Review

Concord Wealth Partners sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 1,232 shares — an estimated $79.3K sold.

Concord Wealth Partners first reported a position in WPC in Q4 2020 and held it in 21 quarters. The position peaked at $1.5M in Q4 2020. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Concord Wealth Partners reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 1,232 W.P. Carey shares in Q1 2026, an estimated $79.3K.
  • Concord Wealth Partners first reported a position in W.P. Carey in Q4 2020 and held it in 21 quarters.
  • Concord Wealth Partners's W.P. Carey position peaked at $1.5M in Q4 2020.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.