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HB Wealth Management’s W.P. Carey WPC Stock Holding History

HB Wealth 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 		$1.44M Buy
21,257
+438
+2% +$30.7K 0.01% 527
2025
Q4 		$1.34M Sell
20,819
-127
-0.6% -$8.46K 0.01% 532
2025
Q3 		$1.42M Buy
20,946
+9,918
+90% +$649K 0.01% 511
2025
Q2 		$688K Sell
11,028
-6,749
-38% -$416K 0.01% 642
2025
Q1 		$1.12M Buy
17,777
+2,511
+16% +$149K 0.01% 506
2024
Q4 		$832K Buy
15,266
+2,732
+22% +$156K 0.01% 459
2024
Q3 		$781K Buy
12,534
+115
+0.9% +$6.82K 0.01% 447
2024
Q2 		$684K Buy
12,419
+8,843
+247% +$498K 0.01% 455
2024
Q1 		$202K Buy
3,576
+208
+6% +$12.4K ﹤0.01% 797
2023
Q4 		$218K Buy
+3,368
New +$194K ﹤0.01% 714
2022
Q3 		– Sell
-3,137
Closed -$255K – 623
2022
Q2 		$255K Sell
3,137
-700
-18% -$56.5K 0.01% 484
2022
Q1 		$304K Buy
+3,837
New +$294K 0.01% 451

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

HB Wealth Management's WPC Position: Q1 2026 in Review

HB Wealth Management increased its W.P. Carey (WPC) stake by 2.1% in Q1 2026, buying an estimated $30.7K and bringing the position to 21,257 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #527.

HB Wealth Management first reported a position in WPC in Q1 2022 and has held it in 12 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • HB Wealth Management held 21,257 shares of W.P. Carey worth $1.44M as of Q1 2026.
  • HB Wealth Management bought 438 W.P. Carey shares in Q1 2026, an estimated $30.7K.
  • W.P. Carey made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #527 holding.
  • HB Wealth Management first reported a position in W.P. Carey in Q1 2022 and has held it in 12 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.