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

Focus Partners Wealth’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 		$14.1M Sell
208,143
-11,792
-5% -$827K 0.02% 608
2025
Q4 		$14.2M Buy
219,935
+150,887
+219% +$10M 0.02% 585
2025
Q3 		$4.67M Sell
69,048
-228
-0.3% -$14.9K 0.01% 763
2025
Q2 		$4.32M Buy
69,276
+4,900
+8% +$302K 0.01% 717
2025
Q1 		$4.07M Sell
64,376
-19,862
-24% -$1.18M 0.01% 685
2024
Q4 		$4.59M Sell
84,238
-11,343
-12% -$646K 0.01% 631
2024
Q3 		$5.95M Buy
95,581
+90,528
+1,792% +$5.37M 0.02% 517
2024
Q2 		$278K Buy
5,053
+195
+4% +$11K ﹤0.01% 1089
2024
Q1 		$274K Buy
4,858
+123
+3% +$7.36K ﹤0.01% 863
2023
Q4 		$307K Buy
+4,735
New +$273K ﹤0.01% 666

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 Wealth's WPC Position: Q1 2026 in Review

Focus Partners Wealth reduced its W.P. Carey (WPC) stake by 5.4% in Q1 2026, selling an estimated $827K and leaving 208,143 shares worth $14.1M. The position accounts for 0.02% of the portfolio, ranked #608.

Focus Partners Wealth first reported a position in WPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.2M in Q4 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Focus Partners Wealth held 208,143 shares of W.P. Carey worth $14.1M as of Q1 2026.
  • Focus Partners Wealth sold 11,792 W.P. Carey shares in Q1 2026, an estimated $827K.
  • W.P. Carey made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #608 holding.
  • Focus Partners Wealth first reported a position in W.P. Carey in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's W.P. Carey position peaked at $14.2M in Q4 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.