IFC & Insurance Marketing’s W.P. Carey WPC Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-354	Closed	-$23K	–	700
2025 Q4	$23K	Buy	+354	New	+$23.6K	0.02%	264

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IFC & Insurance Marketing's WPC Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 354 shares — an estimated $23K sold.

IFC & Insurance Marketing first reported a position in WPC in Q4 2025 and held it in 1 quarter. The position peaked at $23K in Q4 2025. 868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

IFC & Insurance Marketing reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 354 W.P. Carey shares in Q1 2026, an estimated $23K.
IFC & Insurance Marketing first reported a position in W.P. Carey in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's W.P. Carey position peaked at $23K in Q4 2025.
868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.