Family Legacy Inc’s W.P. Carey WPC Stock Holding History

Family Legacy Inc’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	$344K	Sell	5,059 -4	-0.1%	-$281	0.1%	110
2025 Q4	$326K	Buy	5,063 +31	+0.6%	+$2.06K	0.1%	108
2025 Q3	$340K	Buy	5,032 +24	+0.5%	+$1.57K	0.1%	106
2025 Q2	$312K	Buy	5,008 +78	+2%	+$4.8K	0.1%	111
2025 Q1	$311K	Sell	4,930 -29	-0.6%	-$1.72K	0.11%	110
2024 Q4	$272K	Sell	4,959 -1,491	-23%	-$84.9K	0.09%	115
2024 Q3	$402K	Sell	6,450 -499	-7%	-$29.6K	0.13%	106
2024 Q2	$383K	Sell	6,949 -189	-3%	-$10.7K	0.14%	107
2024 Q1	$403K	Sell	7,138 -2,038	-22%	-$122K	0.14%	103
2023 Q4	$595K	Buy	9,176 +58	+0.6%	+$3.34K	0.23%	90
2023 Q3	$483K	Buy	9,118 +439	+5%	+$28.1K	0.2%	94
2023 Q2	$574K	Buy	8,679 +165	+2%	+$11.5K	0.23%	92
2023 Q1	$646K	Buy	8,514 +443	+5%	+$35.3K	0.28%	87
2022 Q4	$669K	Buy	8,071 +1,566	+24%	+$118K	0.29%	86
2022 Q3	$445K	Buy	6,505 +4,012	+161%	+$328K	0.22%	93
2022 Q2	$201K	Buy	+2,493	New	+$201K	0.1%	109

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

Family Legacy Inc's WPC Position: Q1 2026 in Review

Family Legacy Inc reduced its W.P. Carey (WPC) stake by 0.08% in Q1 2026, selling an estimated $281 and leaving 5,059 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #110.

Family Legacy Inc first reported a position in WPC in Q2 2022 and has held it in 16 quarters since. The position peaked at $669K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Family Legacy Inc held 5,059 shares of W.P. Carey worth $344K as of Q1 2026.
Family Legacy Inc sold 4 W.P. Carey shares in Q1 2026, an estimated $281.
W.P. Carey made up 0.1% of Family Legacy Inc's portfolio in Q1 2026, its #110 holding.
Family Legacy Inc first reported a position in W.P. Carey in Q2 2022 and has held it in 16 quarters since.
Family Legacy Inc's W.P. Carey position peaked at $669K in Q4 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Family Legacy Inc's 13F filing for Q1 2026, filed 12 May 2026.