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EP Wealth Advisors’s W.P. Carey WPC Stock Holding History

EP Wealth Advisors’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 		$958K Buy
14,090
+941
+7% +$66K ﹤0.01% 652
2025
Q4 		$846K Buy
+13,149
New +$876K ﹤0.01% 664
2025
Q2 		$629K Buy
10,080
+581
+6% +$35.8K ﹤0.01% 700
2025
Q1 		$600K Sell
9,499
-3,138
-25% -$186K ﹤0.01% 645
2024
Q4 		$688K Buy
12,637
+4,088
+48% +$233K 0.01% 595
2024
Q3 		$533K Buy
8,549
+3,329
+64% +$197K ﹤0.01% 669
2024
Q2 		$287K Sell
5,220
-254
-5% -$14.3K ﹤0.01% 670
2024
Q1 		$309K Buy
5,474
+426
+8% +$25.5K ﹤0.01% 617
2023
Q4 		$327K Sell
5,048
-755
-13% -$43.5K ﹤0.01% 593
2023
Q3 		$307K Sell
5,803
-621,764
-99% -$39.8M ﹤0.01% 554
2023
Q2 		$454K Buy
627,567
+602,848
+2,439% +$41.9M 0.01% 483
2023
Q1 		$1.57M Buy
24,719
+13,233
+115% +$1.05M 0.03% 246
2022
Q4 		$879K Sell
11,486
-1,662
-13% -$125K 0.02% 299
2022
Q3 		$899K Sell
13,148
-2,236
-15% -$183K 0.02% 245
2022
Q2 		$1.25M Buy
15,384
+425
+3% +$34.3K 0.03% 236
2022
Q1 		$1.18M Sell
14,959
-1,446
-9% -$111K 0.03% 253
2021
Q4 		$1.32M Sell
16,405
-1,442
-8% -$110K 0.03% 227
2021
Q3 		$1.28M Sell
17,847
-16,536
-48% -$1.26M 0.04% 212
2021
Q2 		$2.51M Sell
34,383
-8,306
-19% -$608K 0.07% 161
2021
Q1 		$2.96M Buy
+42,689
New +$2.86M 0.09% 136
2019
Q1 		– Sell
-3,387
Closed -$217K – 290
2018
Q4 		$217K Buy
+3,387
New +$220K 0.02% 235

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

EP Wealth Advisors's WPC Position: Q1 2026 in Review

EP Wealth Advisors increased its W.P. Carey (WPC) stake by 7.2% in Q1 2026, buying an estimated $66K and bringing the position to 14,090 shares worth $958K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

EP Wealth Advisors first reported a position in WPC in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.96M in Q1 2021. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • EP Wealth Advisors held 14,090 shares of W.P. Carey worth $958K as of Q1 2026.
  • EP Wealth Advisors bought 941 W.P. Carey shares in Q1 2026, an estimated $66K.
  • W.P. Carey made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #652 holding.
  • EP Wealth Advisors first reported a position in W.P. Carey in Q4 2018 and has held it in 21 quarters since.
  • EP Wealth Advisors's W.P. Carey position peaked at $2.96M in Q1 2021.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.