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Founders Financial Alliance’s W.P. Carey WPC Stock Holding History

Founders Financial Alliance’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 		$807K Buy
11,873
+54
+0.5% +$3.79K 0.15% 147
2025
Q4 		$761K Sell
11,819
-722
-6% -$48.1K 0.14% 144
2025
Q3 		$847K Buy
12,541
+73
+0.6% +$4.78K 0.16% 131
2025
Q2 		$778K Sell
12,468
-109
-0.9% -$6.71K 0.18% 121
2025
Q1 		$794K Sell
12,577
-750
-6% -$44.4K 0.19% 111
2024
Q4 		$726K Sell
13,327
-2,275
-15% -$130K 0.2% 110
2024
Q3 		$972K Sell
15,602
-125
-0.8% -$7.41K 0.27% 87
2024
Q2 		$866K Sell
15,727
-246
-2% -$13.9K 0.26% 88
2024
Q1 		$902K Sell
15,973
-582
-4% -$34.8K 0.27% 85
2023
Q4 		$1.07M Sell
16,555
-624
-4% -$35.9K 0.42% 54
2023
Q3 		$910K Sell
17,179
-157
-0.9% -$10.1K 0.4% 55
2023
Q2 		$1.15M Buy
17,336
+723
+4% +$50.3K 0.45% 47
2023
Q1 		$1.2M Sell
16,613
-365
-2% -$29.1K 0.6% 38
2022
Q4 		$1.3M Buy
16,978
+305
+2% +$22.9K 0.6% 43
2022
Q3 		$1.14M Buy
16,673
+11,848
+246% +$970K 0.58% 43
2022
Q2 		$392K Sell
4,825
-10,544
-69% -$851K 0.2% 112
2022
Q1 		$1.22M Sell
15,369
-537
-3% -$41.2K 0.54% 46
2021
Q4 		$1.28M Buy
15,906
+369
+2% +$28.2K 0.51% 50
2021
Q3 		$1.11M Buy
15,537
+2,357
+18% +$179K 0.52% 49
2021
Q2 		$961K Buy
13,180
+1,578
+14% +$116K 0.44% 55
2021
Q1 		$811K Buy
11,602
+1,652
+17% +$111K 0.4% 62
2020
Q4 		$688K Buy
9,950
+1,949
+24% +$130K 0.39% 67
2020
Q3 		$511K Buy
+8,001
New +$539K 0.31% 70

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

Founders Financial Alliance's WPC Position: Q1 2026 in Review

Founders Financial Alliance increased its W.P. Carey (WPC) stake by 0.46% in Q1 2026, buying an estimated $3.79K and bringing the position to 11,873 shares worth $807K. The position accounts for 0.15% of the portfolio, ranked #147.

Founders Financial Alliance first reported a position in WPC in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.3M in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Founders Financial Alliance held 11,873 shares of W.P. Carey worth $807K as of Q1 2026.
  • Founders Financial Alliance bought 54 W.P. Carey shares in Q1 2026, an estimated $3.79K.
  • W.P. Carey made up 0.15% of Founders Financial Alliance's portfolio in Q1 2026, its #147 holding.
  • Founders Financial Alliance first reported a position in W.P. Carey in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's W.P. Carey position peaked at $1.3M in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.