GM
WPC icon

GeoWealth Management’s W.P. Carey WPC Stock Holding History

GeoWealth 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 		$443K Sell
6,511
-436
-6% -$30.6K 0.02% 493
2025
Q4 		$447K Sell
6,947
-396
-5% -$26.4K 0.02% 470
2025
Q3 		$496K Buy
7,343
+2,954
+67% +$193K 0.02% 453
2025
Q2 		$274K Buy
4,389
+436
+11% +$26.8K 0.01% 564
2025
Q1 		$249K Buy
3,953
+189
+5% +$11.2K 0.01% 595
2024
Q4 		$205K Sell
3,764
-198
-5% -$11.3K 0.01% 759
2024
Q3 		$247K Sell
3,962
-1,441
-27% -$85.4K 0.01% 654
2024
Q2 		$297K Sell
5,403
-2,703
-33% -$152K 0.01% 578
2024
Q1 		$458K Buy
8,106
+3,587
+79% +$215K 0.02% 461
2023
Q4 		$293K Buy
+4,519
New +$260K 0.02% 418

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

GeoWealth Management's WPC Position: Q1 2026 in Review

GeoWealth Management reduced its W.P. Carey (WPC) stake by 6.3% in Q1 2026, selling an estimated $30.6K and leaving 6,511 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #493.

GeoWealth Management first reported a position in WPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $496K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • GeoWealth Management held 6,511 shares of W.P. Carey worth $443K as of Q1 2026.
  • GeoWealth Management sold 436 W.P. Carey shares in Q1 2026, an estimated $30.6K.
  • W.P. Carey made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #493 holding.
  • GeoWealth Management first reported a position in W.P. Carey in Q4 2023 and has held it in 10 quarters since.
  • GeoWealth Management's W.P. Carey position peaked at $496K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.