Empower Advisory Group’s W.P. Carey WPC Stock Holding History

Empower Advisory 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	$208K	Buy	+3,066	New	+$215K	﹤0.01%	489
2025 Q4	–	Sell	-4,407	Closed	-$298K	–	554
2025 Q3	$298K	Sell	4,407 -312	-7%	-$20.4K	﹤0.01%	432
2025 Q2	$294K	Sell	4,719 -1,108	-19%	-$68.2K	﹤0.01%	411
2025 Q1	$368K	Buy	5,827 +1,423	+32%	+$84.2K	﹤0.01%	369
2024 Q4	$240K	Sell	4,404 -1,553	-26%	-$88.5K	﹤0.01%	448
2024 Q3	$371K	Sell	5,957 -564	-9%	-$33.4K	﹤0.01%	365
2024 Q2	$359K	Sell	6,521 -601	-8%	-$33.9K	﹤0.01%	357
2024 Q1	$402K	Buy	7,122 +449	+7%	+$26.9K	﹤0.01%	344
2023 Q4	$432K	Sell	6,673 -881	-12%	-$50.8K	﹤0.01%	316
2023 Q3	$400K	Sell	7,554 -947	-11%	-$60.7K	﹤0.01%	325
2023 Q2	$563K	Buy	8,501 +1,016	+14%	+$70.6K	﹤0.01%	291
2023 Q1	$559K	Buy	+7,485	New	+$596K	﹤0.01%	294

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

Empower Advisory Group's WPC Position: Q1 2026 in Review

Empower Advisory Group opened a new position in W.P. Carey (WPC) in Q1 2026: 3,066 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: Empower Advisory Group previously reported a position in WPC as recently as Q3 2025.

Empower Advisory Group first reported a position in WPC in Q1 2023 and has held it in 12 quarters since. The position peaked at $563K in Q2 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Empower Advisory Group held 3,066 shares of W.P. Carey worth $208K as of Q1 2026.
W.P. Carey was a new Empower Advisory Group position in Q1 2026.
W.P. Carey made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #489 holding.
Empower Advisory Group first reported a position in W.P. Carey in Q1 2023 and has held it in 12 quarters since.
Empower Advisory Group's W.P. Carey position peaked at $563K in Q2 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.