IP
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Ignite Planners’s W.P. Carey WPC Stock Holding History

Ignite Planners’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 		$439K Sell
6,447
-183
-3% -$12.8K 0.07% 268
2025
Q4 		$462K Buy
6,630
+20
+0.3% +$1.33K 0.07% 258
2025
Q3 		$447K Buy
6,610
+15
+0.2% +$982 0.07% 236
2025
Q2 		$407K Buy
6,595
+30
+0.5% +$1.85K 0.07% 244
2025
Q1 		$406K Buy
6,565
+1,144
+21% +$67.7K 0.08% 230
2024
Q4 		$297K Sell
5,421
-312
-5% -$17.8K 0.07% 234
2024
Q3 		$357K Sell
5,733
-3
-0.1% -$178 0.08% 206
2024
Q2 		$316K Buy
5,736
+41
+0.7% +$2.31K 0.08% 207
2024
Q1 		$319K Sell
5,695
-35
-0.6% -$2.1K 0.09% 205
2023
Q4 		$377K Sell
5,730
-491
-8% -$28.3K 0.11% 179
2023
Q3 		$319K Buy
6,221
+141
+2% +$9.03K 0.1% 230
2023
Q2 		$403K Sell
6,080
-342
-5% -$23.8K 0.15% 142
2023
Q1 		$469K Buy
6,422
+240
+4% +$19.1K 0.19% 132
2022
Q4 		$519K Buy
6,182
+1,300
+27% +$97.6K 0.22% 120
2022
Q3 		$345K Buy
4,882
+183
+4% +$15K 0.28% 113
2022
Q2 		$374K Buy
4,699
+26
+0.6% +$2.1K 0.31% 103
2022
Q1 		$390K Buy
4,673
+212
+5% +$16.3K 0.26% 108
2021
Q4 		$344K Buy
+4,461
New +$341K 0.22% 121

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

Ignite Planners's WPC Position: Q1 2026 in Review

Ignite Planners reduced its W.P. Carey (WPC) stake by 2.8% in Q1 2026, selling an estimated $12.8K and leaving 6,447 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #268.

Ignite Planners first reported a position in WPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $519K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Ignite Planners held 6,447 shares of W.P. Carey worth $439K as of Q1 2026.
  • Ignite Planners sold 183 W.P. Carey shares in Q1 2026, an estimated $12.8K.
  • W.P. Carey made up 0.07% of Ignite Planners's portfolio in Q1 2026, its #268 holding.
  • Ignite Planners first reported a position in W.P. Carey in Q4 2021 and has held it in 18 quarters since.
  • Ignite Planners's W.P. Carey position peaked at $519K in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.