High Net Worth Advisory Group’s W.P. Carey WPC Stock Holding History

High Net Worth Advisory Group’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	$256K	Hold	3,770	–	–	0.06%	210
2025 Q4	$243K	Hold	3,770	–	–	0.06%	214
2025 Q3	$255K	Hold	3,770	–	–	0.06%	206
2025 Q2	$235K	Hold	3,770	–	–	0.06%	207
2025 Q1	$238K	Buy	+3,770	New	+$223K	0.07%	190
2023 Q1	–	Sell	-763	Closed	-$58.4K	–	584
2022 Q4	$58.4K	Hold	763	–	–	0.02%	303
2022 Q3	$52K	Hold	763	–	–	0.02%	317
2022 Q2	$62K	Hold	763	–	–	0.03%	291
2022 Q1	$60K	Hold	763	–	–	0.02%	315
2021 Q4	$61K	Buy	+763	New	+$58.4K	0.02%	326

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

High Net Worth Advisory Group's WPC Position: Q1 2026 in Review

High Net Worth Advisory Group held its W.P. Carey (WPC) position steady in Q1 2026 at 3,770 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #210.

High Net Worth Advisory Group first reported a position in WPC in Q4 2021 and has held it in 10 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

High Net Worth Advisory Group held 3,770 shares of W.P. Carey worth $256K as of Q1 2026.
High Net Worth Advisory Group left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.06% of High Net Worth Advisory Group's portfolio in Q1 2026, its #210 holding.
High Net Worth Advisory Group first reported a position in W.P. Carey in Q4 2021 and has held it in 10 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.