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Fortitude Family Office’s W.P. Carey WPC Stock Holding History

Fortitude Family Office’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 		$4.35K Hold
64
– – ﹤0.01% 975
2025
Q4 		$4.12K Hold
64
– – ﹤0.01% 889
2025
Q3 		$4.32K Sell
64
-300
-82% -$19.6K ﹤0.01% 866
2025
Q2 		$22.7K Buy
364
+261
+253% +$16.1K 0.01% 357
2025
Q1 		$6.5K Sell
103
-548
-84% -$32.4K ﹤0.01% 658
2024
Q4 		$35.5K Sell
651
-29
-4% -$1.65K 0.01% 331
2024
Q3 		$42.4K Buy
680
+616
+963% +$36.5K 0.02% 272
2024
Q2 		$3.52K Buy
+64
New +$3.61K ﹤0.01% 696

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

Fortitude Family Office's WPC Position: Q1 2026 in Review

Fortitude Family Office held its W.P. Carey (WPC) position steady in Q1 2026 at 64 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Fortitude Family Office first reported a position in WPC in Q2 2024 and has held it in 8 quarters since. The position peaked at $42.4K in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Fortitude Family Office held 64 shares of W.P. Carey worth $4.35K as of Q1 2026.
  • Fortitude Family Office left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #975 holding.
  • Fortitude Family Office first reported a position in W.P. Carey in Q2 2024 and has held it in 8 quarters since.
  • Fortitude Family Office's W.P. Carey position peaked at $42.4K in Q3 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.