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IAG Wealth Partners’s W.P. Carey WPC Stock Holding History

IAG Wealth Partners’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 		$162K Buy
2,386
+4
+0.2% +$281 0.02% 133
2025
Q4 		$153K Sell
2,382
-61
-2% -$4.06K 0.02% 129
2025
Q3 		$165K Sell
2,443
-56
-2% -$3.67K 0.02% 130
2025
Q2 		$156K Buy
2,499
+4
+0.2% +$246 0.02% 124
2025
Q1 		$157K Buy
2,495
+163
+7% +$9.65K 0.02% 117
2024
Q4 		$127K Sell
2,332
-157
-6% -$8.95K 0.02% 117
2024
Q3 		$155K Sell
2,489
-356
-13% -$21.1K 0.03% 104
2024
Q2 		$157K Buy
2,845
+156
+6% +$8.79K 0.03% 102
2024
Q1 		$152K Buy
2,689
+95
+4% +$5.69K 0.03% 101
2023
Q4 		$168K Sell
2,594
-380
-13% -$21.9K 0.04% 91
2023
Q3 		$158K Sell
2,974
-52
-2% -$3.33K 0.04% 87
2023
Q2 		$200K Sell
3,026
-135
-4% -$9.38K 0.05% 84
2023
Q1 		$240K Sell
3,161
-582
-16% -$46.4K 0.07% 69
2022
Q4 		$286K Sell
3,743
-6,277
-63% -$471K 0.08% 58
2022
Q3 		$685K Buy
10,020
+6,527
+187% +$534K 0.23% 46
2022
Q2 		$283K Buy
3,493
+1,331
+62% +$107K 0.09% 54
2022
Q1 		$171K Hold
2,162
– – 0.05% 70
2021
Q4 		$174K Sell
2,162
-202
-9% -$15.5K 0.06% 65
2021
Q3 		$170K Sell
2,364
-132
-5% -$10K 0.06% 58
2021
Q2 		$183K Sell
2,496
-530
-18% -$38.8K 0.07% 50
2021
Q1 		$210K Hold
3,026
– – 0.08% 50
2020
Q4 		$210K Sell
3,026
-340
-10% -$22.7K 0.09% 51
2020
Q3 		$215K Buy
3,366
+966
+40% +$65.1K 0.1% 47
2020
Q2 		$160K Sell
2,400
-174
-7% -$10.8K 0.08% 56
2020
Q1 		$147K Sell
2,574
-369
-13% -$28K 0.1% 54
2019
Q4 		$231K Buy
+2,943
New +$247K 0.15% 44

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

IAG Wealth Partners's WPC Position: Q1 2026 in Review

IAG Wealth Partners increased its W.P. Carey (WPC) stake by 0.17% in Q1 2026, buying an estimated $281 and bringing the position to 2,386 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #133.

IAG Wealth Partners first reported a position in WPC in Q4 2019 and has held it in 26 quarters since. The position peaked at $685K in Q3 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • IAG Wealth Partners held 2,386 shares of W.P. Carey worth $162K as of Q1 2026.
  • IAG Wealth Partners bought 4 W.P. Carey shares in Q1 2026, an estimated $281.
  • W.P. Carey made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #133 holding.
  • IAG Wealth Partners first reported a position in W.P. Carey in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's W.P. Carey position peaked at $685K in Q3 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.