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Fairscale Capital’s W.P. Carey WPC Stock Holding History

Fairscale Capital’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 		$110K Hold
1,600
– – 0.08% 136
2025
Q4 		$104K Hold
1,600
– – 0.07% 142
2025
Q3 		$110K Hold
1,600
– – 0.08% 134
2025
Q2 		$103K Hold
1,600
– – 0.07% 138
2025
Q1 		$102K Hold
1,600
– – 0.09% 122
2024
Q4 		$87.2K Hold
1,600
– – 0.08% 130
2024
Q3 		$101K Hold
1,600
– – 0.09% 122
2024
Q2 		$93.2K Buy
+1,600
New +$90.2K 0.08% 123

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

Fairscale Capital's WPC Position: Q1 2026 in Review

Fairscale Capital held its W.P. Carey (WPC) position steady in Q1 2026 at 1,600 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #136.

Fairscale Capital first reported a position in WPC in Q2 2024 and has held it in 8 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Fairscale Capital held 1,600 shares of W.P. Carey worth $110K as of Q1 2026.
  • Fairscale Capital left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up 0.08% of Fairscale Capital's portfolio in Q1 2026, its #136 holding.
  • Fairscale Capital first reported a position in W.P. Carey in Q2 2024 and has held it in 8 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.