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Evolve Private Wealth’s W.P. Carey WPC Stock Holding History

Evolve Private Wealth’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 		$211K Sell
3,111
-326
-9% -$22.9K 0.01% 919
2025
Q4 		$224K Buy
+3,437
New +$229K 0.01% 832

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

Evolve Private Wealth's WPC Position: Q1 2026 in Review

Evolve Private Wealth reduced its W.P. Carey (WPC) stake by 9.5% in Q1 2026, selling an estimated $22.9K and leaving 3,111 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #919.

Evolve Private Wealth first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. The position peaked at $224K in Q4 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Evolve Private Wealth held 3,111 shares of W.P. Carey worth $211K as of Q1 2026.
  • Evolve Private Wealth sold 326 W.P. Carey shares in Q1 2026, an estimated $22.9K.
  • W.P. Carey made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #919 holding.
  • Evolve Private Wealth first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's W.P. Carey position peaked at $224K in Q4 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.