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

Herold 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 		$366K Buy
5,389
+16
+0.3% +$1.12K 0.08% 199
2025
Q4 		$346K Buy
5,373
+16
+0.3% +$1.06K 0.08% 194
2025
Q3 		$362K Sell
5,357
-559
-9% -$36.6K 0.08% 185
2025
Q2 		$369K Buy
5,916
+18
+0.3% +$1.11K 0.08% 209
2025
Q1 		$372K Sell
5,898
-745
-11% -$44.1K 0.08% 200
2024
Q4 		$362K Sell
6,643
-234
-3% -$13.3K 0.08% 205
2024
Q3 		$428K Buy
6,877
+366
+6% +$21.7K 0.09% 199
2024
Q2 		$358K Sell
6,511
-2,584
-28% -$146K 0.08% 203
2024
Q1 		$513K Buy
9,095
+77
+0.9% +$4.61K 0.12% 175
2023
Q4 		$585K Sell
9,018
-19,812
-69% -$1.14M 0.16% 145
2023
Q3 		$1.53M Buy
28,830
+1,504
+6% +$96.3K 0.46% 63
2023
Q2 		$1.81M Buy
27,326
+87
+0.3% +$6.05K 0.55% 54
2023
Q1 		$2.07M Sell
27,239
-1,901
-7% -$151K 0.71% 35
2022
Q4 		$2.23M Buy
29,140
+15
+0.1% +$1.13K 0.94% 26
2022
Q3 		$1.99M Buy
29,125
+12
+0% +$982 0.96% 30
2022
Q2 		$2.36M Buy
29,113
+12
+0% +$968 1.05% 25
2022
Q1 		$2.3M Buy
29,101
+85
+0.3% +$6.52K 0.82% 31
2021
Q4 		$2.33M Buy
29,016
+12
+0% +$919 0.91% 27
2021
Q3 		$2.07M Buy
+29,004
New +$2.21M 0.81% 28

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

Herold Advisors's WPC Position: Q1 2026 in Review

Herold Advisors increased its W.P. Carey (WPC) stake by 0.3% in Q1 2026, buying an estimated $1.12K and bringing the position to 5,389 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #199.

Herold Advisors first reported a position in WPC in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.36M in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Herold Advisors held 5,389 shares of W.P. Carey worth $366K as of Q1 2026.
  • Herold Advisors bought 16 W.P. Carey shares in Q1 2026, an estimated $1.12K.
  • W.P. Carey made up 0.08% of Herold Advisors's portfolio in Q1 2026, its #199 holding.
  • Herold Advisors first reported a position in W.P. Carey in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's W.P. Carey position peaked at $2.36M in Q2 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.