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

IFS 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	$3.26K	Hold	48	–	–	﹤0.01%	163
2025 Q4	$3.09K	Hold	48	–	–	﹤0.01%	145
2025 Q3	$3.24K	Hold	48	–	–	﹤0.01%	135
2025 Q2	$2.99K	Hold	48	–	–	﹤0.01%	127
2025 Q1	$3.03K	Hold	48	–	–	﹤0.01%	145
2024 Q4	$2.62K	Hold	48	–	–	﹤0.01%	139
2024 Q3	$2.99K	Hold	48	–	–	﹤0.01%	111
2024 Q2	$2.64K	Hold	48	–	–	﹤0.01%	109
2024 Q1	$2.71K	Hold	48	–	–	﹤0.01%	107
2023 Q4	$3.11K	Sell	48 -1	-2%	-$58	﹤0.01%	97
2023 Q3	$2.6K	Hold	49	–	–	﹤0.01%	97
2023 Q2	$3.24K	Hold	49	–	–	0.01%	93
2023 Q1	$3.72K	Hold	49	–	–	0.02%	75
2022 Q4	$3.75K	Hold	49	–	–	0.01%	79
2022 Q3	$3K	Hold	49	–	–	0.01%	76
2022 Q2	$3K	Hold	49	–	–	0.01%	77
2022 Q1	$3K	Hold	49	–	–	﹤0.01%	92
2021 Q4	$3K	Buy	+49	New	+$3.75K	﹤0.01%	99
2021 Q1	–	Sell	-49	Closed	-$3K	–	150
2020 Q4	$3K	Buy	+49	New	+$3.27K	﹤0.01%	142

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

IFS Advisors's WPC Position: Q1 2026 in Review

IFS Advisors held its W.P. Carey (WPC) position steady in Q1 2026 at 48 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

IFS Advisors first reported a position in WPC in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.75K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

IFS Advisors held 48 shares of W.P. Carey worth $3.26K as of Q1 2026.
IFS Advisors left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #163 holding.
IFS Advisors first reported a position in W.P. Carey in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's W.P. Carey position peaked at $3.75K in Q4 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.