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

Insight 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	$264K	Buy	3,878 +8	+0.2%	+$561	0.04%	105
2025 Q4	$249K	Buy	3,870 +14	+0.4%	+$932	0.03%	101
2025 Q3	$261K	Hold	3,856	–	–	0.08%	100
2025 Q2	$241K	Hold	3,856	–	–	0.09%	97
2025 Q1	$243K	Hold	3,856	–	–	0.04%	97
2024 Q4	$210K	Buy	3,856 +36	+0.9%	+$2.05K	0.03%	92
2024 Q3	$238K	Sell	3,820 -1,301	-25%	-$77.1K	0.05%	90
2024 Q2	$282K	Sell	5,121 -3,056	-37%	-$172K	0.05%	78
2024 Q1	$462K	Sell	8,177 -335	-4%	-$20.1K	0.08%	61
2023 Q4	$552K	Sell	8,512 -924	-10%	-$53.2K	0.1%	50
2023 Q3	$500K	Hold	9,436	–	–	0.1%	51
2023 Q2	$624K	Hold	9,436	–	–	0.14%	46
2023 Q1	$716K	Sell	9,436 -602	-6%	-$48K	0.16%	34
2022 Q4	$768K	Hold	10,038	–	–	0.57%	28
2022 Q3	$686K	Hold	10,038	–	–	0.65%	28
2022 Q2	$815K	Sell	10,038 -186	-2%	-$15K	0.61%	29
2022 Q1	$810K	Hold	10,224	–	–	0.45%	32
2021 Q4	$822K	Hold	10,224	–	–	0.15%	33
2021 Q3	$731K	Hold	10,224	–	–	0.39%	31
2021 Q2	$747K	Sell	10,224 -686	-6%	-$50.2K	0.4%	30
2021 Q1	$756K	Sell	10,910 -304	-3%	-$20.4K	0.37%	28
2020 Q4	$775K	Hold	11,214	–	–	0.47%	29
2020 Q3	$716K	Hold	11,214	–	–	0.68%	29
2020 Q2	$743K	Hold	11,214	–	–	0.76%	20
2020 Q1	$638K	Sell	11,214 -122	-1%	-$9.25K	0.83%	23
2019 Q4	$889K	Buy	+11,336	New	+$950K	0.88%	20

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

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

Insight Wealth Partners increased its W.P. Carey (WPC) stake by 0.21% in Q1 2026, buying an estimated $561 and bringing the position to 3,878 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #105.

Insight Wealth Partners first reported a position in WPC in Q4 2019 and has held it in 26 quarters since. The position peaked at $889K in Q4 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Insight Wealth Partners held 3,878 shares of W.P. Carey worth $264K as of Q1 2026.
Insight Wealth Partners bought 8 W.P. Carey shares in Q1 2026, an estimated $561.
W.P. Carey made up 0.04% of Insight Wealth Partners's portfolio in Q1 2026, its #105 holding.
Insight Wealth Partners first reported a position in W.P. Carey in Q4 2019 and has held it in 26 quarters since.
Insight Wealth Partners's W.P. Carey position peaked at $889K in Q4 2019.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.