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Garton & Associates Financial Advisors’s W.P. Carey WPC Stock Holding History

Garton & Associates Financial Advisors’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
-207
Closed -$13.3K – 705
2025
Q4 		$13.3K Buy
+207
New +$13.8K 0.01% 759

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Garton & Associates Financial Advisors's WPC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 207 shares — an estimated $13.3K sold.

Garton & Associates Financial Advisors first reported a position in WPC in Q4 2025 and held it in 1 quarter. The position peaked at $13.3K in Q4 2025. 868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 207 W.P. Carey shares in Q1 2026, an estimated $13.3K.
  • Garton & Associates Financial Advisors first reported a position in W.P. Carey in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's W.P. Carey position peaked at $13.3K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.