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Focused Wealth Management’s W.P. Carey WPC Stock Holding History

Focused Wealth 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 		– Sell
-3,428
Closed -$221K – 264
2025
Q4 		$221K Buy
3,428
+30
+0.9% +$2K 0.02% 169
2025
Q3 		$230K Buy
3,398
+32
+1% +$2.1K 0.02% 171
2025
Q2 		$210K Buy
3,366
+32
+1% +$1.97K 0.03% 169
2025
Q1 		$210K Buy
+3,334
New +$197K 0.03% 157
2024
Q4 		– Sell
-3,269
Closed -$204K – 264
2024
Q3 		$204K Buy
+3,269
New +$194K 0.03% 197
2024
Q1 		– Sell
-3,085
Closed -$200K – 978
2023
Q4 		$200K Buy
3,085
+61
+2% +$3.51K 0.03% 140
2023
Q3 		$160K Buy
3,024
+18
+0.6% +$1.15K 0.03% 151
2023
Q2 		$199K Buy
3,006
+18
+0.6% +$1.25K 0.04% 138
2023
Q1 		$227K Buy
2,988
+871
+41% +$69.4K 0.05% 136
2022
Q4 		$162K Buy
2,117
+18
+0.9% +$1.35K 0.03% 150
2022
Q3 		$144K Buy
2,099
+14
+0.7% +$1.15K 0.03% 152
2022
Q2 		$169K Buy
2,085
+13
+0.6% +$1.05K 0.03% 149
2022
Q1 		$164K Buy
2,072
+16
+0.8% +$1.23K 0.03% 164
2021
Q4 		$165K Buy
2,056
+14
+0.7% +$1.07K 0.03% 202
2021
Q3 		$146K Buy
2,042
+14
+0.7% +$1.07K 0.02% 219
2021
Q2 		$148K Buy
2,028
+16
+0.8% +$1.17K 0.02% 221
2021
Q1 		$139K Buy
2,012
+16
+0.8% +$1.07K 0.02% 225
2020
Q4 		$138K Buy
1,996
+15
+0.8% +$1K 0.03% 206
2020
Q3 		$126K Buy
1,981
+188
+10% +$12.7K 0.03% 202
2020
Q2 		$119K Buy
1,793
+13
+0.7% +$807 0.03% 203
2020
Q1 		$101K Hold
1,780
– – 0.03% 198
2019
Q4 		$140K Hold
1,780
– – 0.03% 212
2019
Q3 		$156K Hold
1,780
– – 0.04% 167
2019
Q2 		$141K Sell
1,780
-852
-32% -$67.5K 0.04% 188
2019
Q1 		$202K Sell
2,632
-1,124
-30% -$81K 0.06% 133
2018
Q4 		$240K Buy
+3,756
New +$244K 0.08% 126

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

Focused Wealth Management's WPC Position: Q1 2026 in Review

Focused Wealth Management sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 3,428 shares — an estimated $221K sold.

Focused Wealth Management first reported a position in WPC in Q4 2018 and held it in 26 quarters. The position peaked at $240K in Q4 2018. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Focused Wealth Management reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
  • Focused Wealth Management sold 3,428 W.P. Carey shares in Q1 2026, an estimated $221K.
  • Focused Wealth Management first reported a position in W.P. Carey in Q4 2018 and held it in 26 quarters.
  • Focused Wealth Management's W.P. Carey position peaked at $240K in Q4 2018.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.