C
WPC icon

Covestor’s W.P. Carey WPC Stock Holding History

Covestor’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 		$24K Sell
345
-18
-5% -$1.26K 0.02% 1048
2025
Q4 		$24K Buy
363
+30
+9% +$2K 0.01% 1216
2025
Q3 		$23K Sell
333
-73
-18% -$4.78K 0.01% 1229
2025
Q2 		$26K Sell
406
-18
-4% -$1.11K 0.02% 1158
2025
Q1 		$27K Buy
424
+3
+0.7% +$178 0.02% 1094
2024
Q4 		$22K Buy
421
+6
+1% +$342 0.01% 1164
2024
Q3 		$26K Sell
415
-712
-63% -$42.2K 0.02% 1131
2024
Q2 		$62K Sell
1,127
-316
-22% -$17.8K 0.04% 763
2024
Q1 		$81K Buy
1,443
+63
+5% +$3.77K 0.05% 662
2023
Q4 		$89K Buy
1,380
+581
+73% +$33.5K 0.06% 577
2023
Q3 		$43K Buy
799
+607
+316% +$38.9K 0.03% 835
2023
Q2 		$13K Hold
192
– – 0.01% 1334
2023
Q1 		$15K Sell
192
-13
-6% -$1.04K 0.01% 1125
2022
Q4 		$16K Hold
205
– – 0.01% 1117
2022
Q3 		$14K Sell
205
-11
-5% -$900 0.01% 1134
2022
Q2 		$18K Sell
216
-614
-74% -$49.5K 0.01% 1012
2022
Q1 		$66K Buy
830
+231
+39% +$17.7K 0.04% 706
2021
Q4 		$48K Buy
+599
New +$45.8K 0.07% 568

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

Covestor's WPC Position: Q1 2026 in Review

Covestor reduced its W.P. Carey (WPC) stake by 5% in Q1 2026, selling an estimated $1.26K and leaving 345 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #1048.

Covestor first reported a position in WPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $89K in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Covestor held 345 shares of W.P. Carey worth $24K as of Q1 2026.
  • Covestor sold 18 W.P. Carey shares in Q1 2026, an estimated $1.26K.
  • W.P. Carey made up 0.02% of Covestor's portfolio in Q1 2026, its #1048 holding.
  • Covestor first reported a position in W.P. Carey in Q4 2021 and has held it in 18 quarters since.
  • Covestor's W.P. Carey position peaked at $89K in Q4 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.