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Demars Financial Group’s W.P. Carey WPC Stock Holding History

Demars Financial Group’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 		$856K Buy
12,592
+2,657
+27% +$186K 0.28% 45
2025
Q4 		$639K Sell
9,935
-16
-0.2% -$1.06K 0.21% 48
2025
Q3 		$672K Sell
9,951
-8,077
-45% -$529K 0.23% 46
2025
Q2 		$1.12M Sell
18,028
-1,042,788
-98% -$64.2M 0.43% 22
2025
Q1 		$16.8M Buy
1,060,816
+62,524
+6% +$3.7M 0.48% 22
2024
Q4 		$18.3M Buy
998,292
+988,409
+10,001% +$56.3M 0.59% 23
2024
Q3 		$616K Buy
9,883
+216
+2% +$12.8K 0.28% 34
2024
Q2 		$532K Buy
9,667
+444
+5% +$25K 0.26% 40
2024
Q1 		$521K Buy
+9,223
New +$552K 0.26% 42
2023
Q4 		– Sell
-77,814
Closed -$4.12M – 80
2023
Q3 		$4.12M Buy
77,814
+9,530
+14% +$610K 2.36% 13
2023
Q2 		$4.52M Buy
68,284
+229
+0.3% +$15.9K 2.51% 12
2023
Q1 		$5.16M Sell
68,055
-1,956
-3% -$156K 2.85% 7
2022
Q4 		$5.36M Buy
70,011
+3,070
+5% +$231K 2.96% 7
2022
Q3 		$4.58M Sell
66,941
-6,750
-9% -$553K 2.72% 8
2022
Q2 		$5.98M Sell
73,691
-930
-1% -$75K 3.41% 6
2022
Q1 		$5.91M Buy
74,621
+11,713
+19% +$899K 2.97% 5
2021
Q4 		$5.05M Buy
62,908
+2,357
+4% +$180K 2.68% 6
2021
Q3 		$4.33M Buy
60,551
+54,376
+881% +$4.14M 2.55% 10
2021
Q2 		$451K Buy
6,175
+225
+4% +$16.5K 0.27% 59
2021
Q1 		$412K Buy
5,950
+2,506
+73% +$168K 0.28% 57
2020
Q4 		$238K Buy
+3,444
New +$230K 0.17% 64

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

Demars Financial Group's WPC Position: Q1 2026 in Review

Demars Financial Group increased its W.P. Carey (WPC) stake by 27% in Q1 2026, buying an estimated $186K and bringing the position to 12,592 shares worth $856K. The position accounts for 0.28% of the portfolio, ranked #45.

Demars Financial Group first reported a position in WPC in Q4 2020 and has held it in 21 quarters since. The position peaked at $18.3M in Q4 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Demars Financial Group held 12,592 shares of W.P. Carey worth $856K as of Q1 2026.
  • Demars Financial Group bought 2,657 W.P. Carey shares in Q1 2026, an estimated $186K.
  • W.P. Carey made up 0.28% of Demars Financial Group's portfolio in Q1 2026, its #45 holding.
  • Demars Financial Group first reported a position in W.P. Carey in Q4 2020 and has held it in 21 quarters since.
  • Demars Financial Group's W.P. Carey position peaked at $18.3M in Q4 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Demars Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.