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

EverSource 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 		$224K Buy
3,303
+626
+23% +$43.9K 0.01% 992
2025
Q4 		$172K Buy
2,677
+48
+2% +$3.2K 0.01% 1017
2025
Q3 		$178K Buy
2,629
+17
+0.7% +$1.11K 0.01% 973
2025
Q2 		$163K Sell
2,612
-18,815
-88% -$1.16M 0.01% 951
2025
Q1 		$1.35M Sell
21,427
-2,820
-12% -$167K 0.07% 202
2024
Q4 		$1.32M Buy
24,247
+570
+2% +$32.5K 0.07% 203
2024
Q3 		$1.48M Buy
23,677
+858
+4% +$50.9K 0.09% 167
2024
Q2 		$1.32M Buy
22,819
+9,353
+69% +$527K 0.09% 178
2024
Q1 		$738K Buy
13,466
+11,674
+651% +$699K 0.06% 222
2023
Q4 		$116K Buy
1,792
+797
+80% +$45.9K 0.01% 588
2023
Q3 		$52.7K Buy
995
+55
+6% +$3.52K 0.01% 781
2023
Q2 		$62.2K Sell
940
-52
-5% -$3.62K 0.01% 752
2023
Q1 		$75.3K Sell
992
-6,459
-87% -$515K 0.01% 639
2022
Q4 		$570K Buy
7,451
+6,740
+948% +$506K 0.09% 181
2022
Q3 		$49K Buy
+711
New +$58.2K 0.01% 644

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

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

EverSource Wealth Advisors increased its W.P. Carey (WPC) stake by 23% in Q1 2026, buying an estimated $43.9K and bringing the position to 3,303 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #992.

EverSource Wealth Advisors first reported a position in WPC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • EverSource Wealth Advisors held 3,303 shares of W.P. Carey worth $224K as of Q1 2026.
  • EverSource Wealth Advisors bought 626 W.P. Carey shares in Q1 2026, an estimated $43.9K.
  • W.P. Carey made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #992 holding.
  • EverSource Wealth Advisors first reported a position in W.P. Carey in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's W.P. Carey position peaked at $1.48M in Q3 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

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