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Financial Network Wealth Advisors’s W.P. Carey WPC Stock Holding History

Financial Network Wealth Advisors’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 		$2.52K Hold
37
– – ﹤0.01% 634
2025
Q4 		$2.38K Hold
37
– – ﹤0.01% 643
2025
Q3 		$2.5K Sell
37
-8
-18% -$524 ﹤0.01% 624
2025
Q2 		$2.81K Buy
+45
New +$2.77K ﹤0.01% 588
2024
Q4 		– Sell
-316
Closed -$19.7K – 853
2024
Q3 		$19.7K Buy
316
+18
+6% +$1.07K 0.02% 365
2024
Q2 		$16.4K Buy
+298
New +$16.8K 0.01% 424

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

Financial Network Wealth Advisors's WPC Position: Q1 2026 in Review

Financial Network Wealth Advisors held its W.P. Carey (WPC) position steady in Q1 2026 at 37 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Financial Network Wealth Advisors first reported a position in WPC in Q2 2024 and has held it in 6 quarters since. The position peaked at $19.7K in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Financial Network Wealth Advisors held 37 shares of W.P. Carey worth $2.52K as of Q1 2026.
  • Financial Network Wealth Advisors left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #634 holding.
  • Financial Network Wealth Advisors first reported a position in W.P. Carey in Q2 2024 and has held it in 6 quarters since.
  • Financial Network Wealth Advisors's W.P. Carey position peaked at $19.7K in Q3 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.