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Coppell Advisory Solutions’s W.P. Carey WPC Stock Holding History

Coppell Advisory Solutions’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
-4,136
Closed -$270K – 377
2025
Q4 		$270K Sell
4,136
-40
-1% -$2.66K 0.03% 346
2025
Q3 		$284K Sell
4,176
-51
-1% -$3.34K 0.03% 334
2025
Q2 		$266K Sell
4,227
-99
-2% -$6.1K 0.03% 314
2025
Q1 		$264K Sell
4,326
-859
-17% -$50.8K 0.04% 281
2024
Q4 		$283K Sell
5,185
-69
-1% -$3.93K 0.04% 226
2024
Q3 		$330K Buy
5,254
+1,164
+28% +$69K 0.05% 207
2024
Q2 		$225K Buy
+4,090
New +$231K 0.04% 238
2023
Q4 		$236K Sell
3,640
-500
-12% -$28.8K 0.05% 243
2023
Q3 		$317K Buy
4,140
+117
+3% +$7.5K 0.11% 133
2023
Q2 		$266K Buy
4,023
+106
+3% +$7.37K 0.08% 160
2023
Q1 		$296K Sell
3,917
-223
-5% -$17.8K 0.1% 160
2022
Q4 		$317K Buy
+4,140
New +$311K 0.11% 135

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

Coppell Advisory Solutions's WPC Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 4,136 shares — an estimated $270K sold.

Coppell Advisory Solutions first reported a position in WPC in Q4 2022 and held it in 12 quarters. The position peaked at $330K in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,136 W.P. Carey shares in Q1 2026, an estimated $270K.
  • Coppell Advisory Solutions first reported a position in W.P. Carey in Q4 2022 and held it in 12 quarters.
  • Coppell Advisory Solutions's W.P. Carey position peaked at $330K in Q3 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.