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Focus Partners Advisor Solutions’s W.P. Carey WPC Stock Holding History

Focus Partners Advisor Solutions’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 		$969K Buy
14,261
+4,104
+40% +$288K 0.01% 569
2025
Q4 		$654K Sell
10,157
-14,055
-58% -$936K 0.01% 632
2025
Q3 		$1.62M Buy
24,212
+11,531
+91% +$755K 0.02% 382
2025
Q2 		$791K Buy
12,681
+2,612
+26% +$161K 0.01% 513
2025
Q1 		$636K Buy
10,069
+3,916
+64% +$232K 0.01% 520
2024
Q4 		$335K Sell
6,153
-1,880
-23% -$107K 0.01% 575
2024
Q3 		$500K Buy
8,033
+389
+5% +$23.1K 0.01% 454
2024
Q2 		$421K Buy
7,644
+651
+9% +$36.7K 0.01% 412
2024
Q1 		$395K Sell
6,993
-19
-0.3% -$1.14K 0.01% 408
2023
Q4 		$454K Buy
7,012
+2,601
+59% +$150K 0.02% 266
2023
Q3 		$234K Buy
4,411
+1,323
+43% +$84.7K 0.01% 397
2023
Q2 		$204K Buy
+3,088
New +$215K 0.01% 359
2023
Q1 		– Sell
-3,636
Closed -$278K – 391
2022
Q4 		$278K Sell
3,636
-1,546
-30% -$116K 0.02% 275
2022
Q3 		$354K Buy
5,182
+2,260
+77% +$185K 0.02% 275
2022
Q2 		$237K Sell
2,922
-361
-11% -$29.1K 0.02% 301
2022
Q1 		$261K Buy
3,283
+691
+27% +$53K 0.03% 269
2021
Q4 		$209K Buy
+2,592
New +$198K 0.04% 135

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

Focus Partners Advisor Solutions's WPC Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its W.P. Carey (WPC) stake by 40% in Q1 2026, buying an estimated $288K and bringing the position to 14,261 shares worth $969K. The position accounts for 0.01% of the portfolio, ranked #569.

Focus Partners Advisor Solutions first reported a position in WPC in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.62M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Focus Partners Advisor Solutions held 14,261 shares of W.P. Carey worth $969K as of Q1 2026.
  • Focus Partners Advisor Solutions bought 4,104 W.P. Carey shares in Q1 2026, an estimated $288K.
  • W.P. Carey made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #569 holding.
  • Focus Partners Advisor Solutions first reported a position in W.P. Carey in Q4 2021 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's W.P. Carey position peaked at $1.62M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.