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Golden State Equity Partners’s W.P. Carey WPC Stock Holding History

Golden State Equity Partners’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 		$308K Buy
+4,528
New +$318K 0.02% 570
2024
Q4 		– Sell
-266
Closed -$16.6K – 882
2024
Q3 		$16.6K Buy
+266
New +$15.8K 0.01% 529

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

Golden State Equity Partners's WPC Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in W.P. Carey (WPC) in Q1 2026: 4,528 shares worth $308K. The stake represents 0.02% of the portfolio and ranks #570 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in WPC as recently as Q3 2024.

Golden State Equity Partners first reported a position in WPC in Q3 2024 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Golden State Equity Partners held 4,528 shares of W.P. Carey worth $308K as of Q1 2026.
  • W.P. Carey was a new Golden State Equity Partners position in Q1 2026.
  • W.P. Carey made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #570 holding.
  • Golden State Equity Partners first reported a position in W.P. Carey in Q3 2024 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.