DBRC
WPC icon

D.B. Root & Company’s W.P. Carey WPC Stock Holding History

D.B. Root & Company’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 		$239K Sell
3,512
-79
-2% -$5.54K 0.06% 177
2025
Q4 		$231K Sell
3,591
-500
-12% -$33.3K 0.06% 176
2025
Q3 		$276K Buy
4,091
+2
+0% +$131 0.07% 156
2025
Q2 		$255K Buy
4,089
+1
+0% +$62 0.08% 161
2025
Q1 		$258K Sell
4,088
-78
-2% -$4.62K 0.08% 144
2024
Q4 		$227K Buy
4,166
+101
+2% +$5.75K 0.07% 167
2024
Q3 		$253K Sell
4,065
-3,566
-47% -$211K 0.08% 153
2024
Q2 		$420K Sell
7,631
-848
-10% -$47.8K 0.14% 121
2024
Q1 		$479K Sell
8,479
-5,566
-40% -$333K 0.16% 114
2023
Q4 		$910K Sell
14,045
-5,946
-30% -$343K 0.33% 83
2023
Q3 		$1.06M Sell
19,991
-776
-4% -$49.7K 0.41% 70
2023
Q2 		$1.37M Sell
20,767
-1,387
-6% -$96.4K 0.52% 41
2023
Q1 		$1.68M Buy
22,154
+28
+0.1% +$2.23K 0.66% 28
2022
Q4 		$1.69M Buy
22,126
+64
+0.3% +$4.81K 0.72% 30
2022
Q3 		$1.51M Buy
22,062
+15,889
+257% +$1.3M 0.69% 31
2022
Q2 		$501K Sell
6,173
-25
-0.4% -$2.02K 0.21% 107
2022
Q1 		$490K Sell
6,198
-216
-3% -$16.6K 0.18% 121
2021
Q4 		$515K Buy
6,414
+268
+4% +$20.5K 0.19% 127
2021
Q3 		$439K Hold
6,146
– – 0.17% 143
2021
Q2 		$449K Sell
6,146
-1,464
-19% -$107K 0.17% 150
2021
Q1 		$527K Sell
7,610
-869
-10% -$58.3K 0.21% 128
2020
Q4 		$586K Sell
8,479
-517
-6% -$34.5K 0.23% 110
2020
Q3 		$574K Buy
8,996
+62
+0.7% +$4.18K 0.23% 118
2020
Q2 		$591K Sell
8,934
-633
-7% -$39.3K 0.26% 106
2020
Q1 		$544K Sell
9,567
-2,685
-22% -$204K 0.27% 93
2019
Q4 		$960K Sell
12,252
-253
-2% -$21.2K 0.42% 67
2019
Q3 		$1.1M Sell
12,505
-986
-7% -$84K 0.51% 48
2019
Q2 		$1.07M Sell
13,491
-8,790
-39% -$696K 0.48% 55
2019
Q1 		$1.71M Sell
22,281
-652
-3% -$47K 0.73% 29
2018
Q4 		$1.47M Buy
+22,933
New +$1.49M 0.73% 28

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

D.B. Root & Company's WPC Position: Q1 2026 in Review

D.B. Root & Company reduced its W.P. Carey (WPC) stake by 2.2% in Q1 2026, selling an estimated $5.54K and leaving 3,512 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #177.

D.B. Root & Company first reported a position in WPC in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.71M in Q1 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • D.B. Root & Company held 3,512 shares of W.P. Carey worth $239K as of Q1 2026.
  • D.B. Root & Company sold 79 W.P. Carey shares in Q1 2026, an estimated $5.54K.
  • W.P. Carey made up 0.06% of D.B. Root & Company's portfolio in Q1 2026, its #177 holding.
  • D.B. Root & Company first reported a position in W.P. Carey in Q4 2018 and has held it in 30 quarters since.
  • D.B. Root & Company's W.P. Carey position peaked at $1.71M in Q1 2019.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.