Financial Consulate’s W.P. Carey WPC Stock Holding History

Financial Consulate’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	$952	Hold	14	–	–	﹤0.01%	1120
2025 Q4	$902	Hold	14	–	–	﹤0.01%	1037
2025 Q3	$946	Buy	+14	New	+$916	﹤0.01%	875

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

Financial Consulate's WPC Position: Q1 2026 in Review

Financial Consulate held its W.P. Carey (WPC) position steady in Q1 2026 at 14 shares worth $952. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Financial Consulate first reported a position in WPC in Q3 2025 and has held it in 3 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Financial Consulate held 14 shares of W.P. Carey worth $952 as of Q1 2026.
Financial Consulate left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1120 holding.
Financial Consulate first reported a position in W.P. Carey in Q3 2025 and has held it in 3 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.