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Fourth Dimension Wealth’s W.P. Carey WPC Stock Holding History

Fourth Dimension 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 		$27.5K Sell
405
-395
-49% -$27.7K 0.01% 282
2025
Q4 		$51.5K Hold
800
– – 0.02% 232
2025
Q3 		$54.1K Hold
800
– – 0.02% 219
2025
Q2 		$49.9K Hold
800
– – 0.02% 226
2025
Q1 		$50.5K Hold
800
– – 0.02% 217
2024
Q4 		$43.6K Buy
+800
New +$45.6K 0.02% 236

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

Fourth Dimension Wealth's WPC Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its W.P. Carey (WPC) stake by 49% in Q1 2026, selling an estimated $27.7K and leaving 405 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #282.

Fourth Dimension Wealth first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $54.1K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Fourth Dimension Wealth held 405 shares of W.P. Carey worth $27.5K as of Q1 2026.
  • Fourth Dimension Wealth sold 395 W.P. Carey shares in Q1 2026, an estimated $27.7K.
  • W.P. Carey made up 0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #282 holding.
  • Fourth Dimension Wealth first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's W.P. Carey position peaked at $54.1K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.