Helium Advisors’s W.P. Carey WPC Stock Holding History

Helium 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	$215K	Buy	+3,166	New	+$222K	0.2%	87

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Helium Advisors's WPC Position: Q1 2026 in Review

Helium Advisors opened a new position in W.P. Carey (WPC) in Q1 2026: 3,166 shares worth $215K. The stake represents 0.2% of the portfolio and ranks #87 among its holdings.

865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Helium Advisors held 3,166 shares of W.P. Carey worth $215K as of Q1 2026.
W.P. Carey was a new Helium Advisors position in Q1 2026.
W.P. Carey made up 0.2% of Helium Advisors's portfolio in Q1 2026, its #87 holding.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.