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

Daymark 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	$324K	Buy	4,764 +2	+0%	+$140	0.01%	551
2025 Q4	$306K	Hold	4,762	–	–	0.01%	489
2025 Q3	$322K	Buy	4,762 +559	+13%	+$36.6K	0.01%	464
2025 Q2	$262K	Sell	4,203 -353	-8%	-$21.7K	0.01%	472
2025 Q1	$288K	Buy	4,556 +377	+9%	+$22.3K	0.01%	421
2024 Q4	$228K	Sell	4,179 -11	-0.3%	-$627	0.01%	460
2024 Q3	$261K	Buy	4,190 +3	+0.1%	+$178	0.01%	459
2024 Q2	$230K	Buy	4,187 +20	+0.5%	+$1.13K	0.01%	459
2024 Q1	$235K	Sell	4,167 -1,260	-23%	-$75.4K	0.01%	388
2023 Q4	$352K	Sell	5,427 -1,492	-22%	-$86K	0.02%	295
2023 Q3	$367K	Hold	6,919	–	–	0.03%	272
2023 Q2	$458K	Sell	6,919 -1,021	-13%	-$71K	0.03%	247
2023 Q1	$602K	Hold	7,940	–	–	0.08%	173
2022 Q4	$608K	Buy	+7,940	New	+$596K	0.11%	129

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Daymark Wealth Partners increased its W.P. Carey (WPC) stake by 0.04% in Q1 2026, buying an estimated $140 and bringing the position to 4,764 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #551.

Daymark Wealth Partners first reported a position in WPC in Q4 2022 and has held it in 14 quarters since. The position peaked at $608K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Daymark Wealth Partners held 4,764 shares of W.P. Carey worth $324K as of Q1 2026.
Daymark Wealth Partners bought 2 W.P. Carey shares in Q1 2026, an estimated $140.
W.P. Carey made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #551 holding.
Daymark Wealth Partners first reported a position in W.P. Carey in Q4 2022 and has held it in 14 quarters since.
Daymark Wealth Partners's W.P. Carey position peaked at $608K in Q4 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.