FNY Investment Advisers’s W.P. Carey WPC Stock Holding History

FNY Investment Advisers’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	–	Sell	-300	Closed	-$19K	–	1133
2025 Q4	$19K	Sell	300 -7,200	-96%	-$479K	0.01%	572
2025 Q3	$506K	Buy	+7,500	New	+$491K	0.16%	163
2025 Q2	–	Sell	-5,700	Closed	-$359K	–	1203
2025 Q1	$359K	Buy	+5,700	New	+$337K	0.22%	100
2024 Q4	–	Sell	-14,300	Closed	-$890K	–	967
2024 Q3	$890K	Buy	+14,300	New	+$848K	0.43%	68
2024 Q1	–	Sell	-500	Closed	-$32K	–	861
2023 Q4	$32K	Buy	+500	New	+$28.8K	0.04%	227

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

FNY Investment Advisers's WPC Position: Q1 2026 in Review

FNY Investment Advisers sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 300 shares — an estimated $19K sold.

FNY Investment Advisers first reported a position in WPC in Q4 2023 and held it in 5 quarters. The position peaked at $890K in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

FNY Investment Advisers reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
FNY Investment Advisers sold 300 W.P. Carey shares in Q1 2026, an estimated $19K.
FNY Investment Advisers first reported a position in W.P. Carey in Q4 2023 and held it in 5 quarters.
FNY Investment Advisers's W.P. Carey position peaked at $890K in Q3 2024.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on FNY Investment Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.