Heritage Wealth Advisors’s W.P. Carey WPC Stock Holding History

Heritage Wealth 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	$27.3K	Hold	402	–	–	﹤0.01%	399
2025 Q4	$25.9K	Hold	402	–	–	﹤0.01%	384
2025 Q3	$27.2K	Hold	402	–	–	﹤0.01%	353
2025 Q2	$25.1K	Hold	402	–	–	﹤0.01%	352
2025 Q1	$25.4K	Hold	402	–	–	﹤0.01%	350
2024 Q4	$21.9K	Hold	402	–	–	﹤0.01%	382
2024 Q3	$25K	Hold	402	–	–	﹤0.01%	381
2024 Q2	$22.1K	Sell	402 -198	-33%	-$11.2K	﹤0.01%	371
2024 Q1	$33.9K	Hold	600	–	–	﹤0.01%	360
2023 Q4	$38.9K	Sell	600 -168	-22%	-$9.68K	﹤0.01%	357
2023 Q3	$40.7K	Hold	768	–	–	﹤0.01%	319
2023 Q2	$50.8K	Hold	768	–	–	﹤0.01%	327
2023 Q1	$58.2K	Sell	768 -53	-6%	-$4.22K	﹤0.01%	301
2022 Q4	$62.8K	Hold	821	–	–	﹤0.01%	297
2022 Q3	$56.1K	Hold	821	–	–	﹤0.01%	289
2022 Q2	$67K	Buy	821 +102	+14%	+$8.23K	﹤0.01%	298
2022 Q1	$57K	Hold	719	–	–	﹤0.01%	304
2021 Q4	$58K	Hold	719	–	–	﹤0.01%	317
2021 Q3	$51.4K	Buy	719 +51	+8%	+$3.88K	﹤0.01%	313
2021 Q2	$48.8K	Hold	668	–	–	﹤0.01%	327
2021 Q1	$46.3K	Buy	668 +256	+62%	+$17.2K	﹤0.01%	341
2020 Q4	$29K	Hold	412	–	–	﹤0.01%	374
2020 Q3	$26.3K	Hold	412	–	–	﹤0.01%	328
2020 Q2	$27.3K	Sell	412 -281	-41%	-$17.5K	﹤0.01%	301
2020 Q1	$39.4K	Sell	693 -383	-36%	-$29K	0.01%	263
2019 Q4	$84.4K	Buy	1,076 +310	+40%	+$26K	0.01%	248
2019 Q3	$67K	Hold	766	–	–	0.01%	246
2019 Q2	$60.9K	Buy	766 +735	+2,371%	+$58.2K	0.01%	231
2019 Q1	$2.35K	Hold	31	–	–	﹤0.01%	407
2018 Q4	$1K	Hold	31	–	–	﹤0.01%	381
2018 Q3	$1K	Buy	+31	New	+$2K	﹤0.01%	378

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

Heritage Wealth Advisors's WPC Position: Q1 2026 in Review

Heritage Wealth Advisors held its W.P. Carey (WPC) position steady in Q1 2026 at 402 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Heritage Wealth Advisors first reported a position in WPC in Q3 2018 and has held it in 31 quarters since. The position peaked at $84.4K in Q4 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Heritage Wealth Advisors held 402 shares of W.P. Carey worth $27.3K as of Q1 2026.
Heritage Wealth Advisors left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #399 holding.
Heritage Wealth Advisors first reported a position in W.P. Carey in Q3 2018 and has held it in 31 quarters since.
Heritage Wealth Advisors's W.P. Carey position peaked at $84.4K in Q4 2019.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.