Financial Gravity Asset Management’s W.P. Carey WPC Stock Holding History

Financial Gravity Asset Management’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	$823K	Sell	12,112 -159	-1%	-$11.2K	0.15%	82
2025 Q4	$790K	Hold	12,271	–	–	0.15%	75
2025 Q3	$829K	Buy	+12,271	New	+$803K	0.16%	75
2025 Q1	$85.8K	Buy	+1,359	New	+$80.4K	0.02%	243
2024 Q2	$74.8K	Sell	1,359 -1,359	-50%	-$76.6K	0.02%	209
2024 Q1	$165K	Buy	2,718 +1,359	+100%	+$81.3K	0.02%	226
2023 Q4	$88.1K	Buy	+1,359	New	+$78.3K	﹤0.01%	548
2022 Q4	–	Sell	-1,286	Closed	-$2.1K	–	1539
2022 Q3	$2.1K	Sell	1,286 -239	-16%	-$19.6K	0.07%	285
2022 Q2	$2.58K	Buy	+1,525	New	+$123K	0.08%	247
2020 Q2	–	Sell	-60	Closed	-$32	–	929
2020 Q1	$32	Sell	60 -25	-29%	-$1.9K	﹤0.01%	991
2019 Q4	$86K	Sell	85 -81	-49%	-$6.79K	0.06%	387
2019 Q3	$15K	Sell	166 -130	-44%	-$11.1K	0.01%	524
2019 Q2	$24K	Buy	296 +108	+57%	+$8.55K	0.02%	458
2019 Q1	$14K	Buy	+188	New	+$13.5K	0.01%	498

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 Gravity Asset Management's WPC Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its W.P. Carey (WPC) stake by 1.3% in Q1 2026, selling an estimated $11.2K and leaving 12,112 shares worth $823K. The position accounts for 0.15% of the portfolio, ranked #82.

Financial Gravity Asset Management first reported a position in WPC in Q1 2019 and has held it in 14 quarters since. The position peaked at $829K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Financial Gravity Asset Management held 12,112 shares of W.P. Carey worth $823K as of Q1 2026.
Financial Gravity Asset Management sold 159 W.P. Carey shares in Q1 2026, an estimated $11.2K.
W.P. Carey made up 0.15% of Financial Gravity Asset Management's portfolio in Q1 2026, its #82 holding.
Financial Gravity Asset Management first reported a position in W.P. Carey in Q1 2019 and has held it in 14 quarters since.
Financial Gravity Asset Management's W.P. Carey position peaked at $829K in Q3 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.