InceptionR’s W.P. Carey WPC Stock Holding History

InceptionR’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	$1.78M	Buy	+26,239	New	+$1.84M	0.43%	32
2025 Q4	–	Sell	-22,665	Closed	-$1.53M	–	904
2025 Q3	$1.53M	Buy	22,665 +11,920	+111%	+$780K	0.37%	43
2025 Q2	$670K	Sell	10,745 -7,562	-41%	-$466K	0.16%	239
2025 Q1	$1.16M	Sell	18,307 -18,142	-50%	-$1.07M	0.35%	74
2024 Q4	$1.99M	Buy	+36,449	New	+$2.08M	0.44%	24
2023 Q3	–	Sell	-12,424	Closed	-$822K	–	597
2023 Q2	$822K	Buy	+12,424	New	+$864K	0.44%	53

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

InceptionR's WPC Position: Q1 2026 in Review

InceptionR opened a new position in W.P. Carey (WPC) in Q1 2026: 26,239 shares worth $1.78M. The stake represents 0.43% of the portfolio and ranks #32 among its holdings. This is a return to the name: InceptionR previously reported a position in WPC as recently as Q3 2025.

InceptionR first reported a position in WPC in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.99M in Q4 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

InceptionR held 26,239 shares of W.P. Carey worth $1.78M as of Q1 2026.
W.P. Carey was a new InceptionR position in Q1 2026.
W.P. Carey made up 0.43% of InceptionR's portfolio in Q1 2026, its #32 holding.
InceptionR first reported a position in W.P. Carey in Q2 2023 and has held it in 6 quarters since.
InceptionR's W.P. Carey position peaked at $1.99M in Q4 2024.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.