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

Inspire 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 		$318K Buy
4,677
+1,223
+35% +$85.8K 0.03% 448
2025
Q4 		$222K Sell
3,454
-110
-3% -$7.33K 0.02% 472
2025
Q3 		$241K Sell
3,564
-1,238
-26% -$81K 0.02% 439
2025
Q2 		$300K Sell
4,802
-637
-12% -$39.2K 0.03% 379
2025
Q1 		$343K Sell
5,439
-269
-5% -$15.9K 0.04% 324
2024
Q4 		$311K Sell
5,708
-1,680
-23% -$95.7K 0.04% 298
2024
Q3 		$460K Sell
7,388
-874
-11% -$51.8K 0.06% 252
2024
Q2 		$455K Sell
8,262
-27
-0.3% -$1.52K 0.06% 229
2024
Q1 		$468K Buy
8,289
+1,867
+29% +$112K 0.06% 219
2023
Q4 		$416K Sell
6,422
-209
-3% -$12K 0.06% 213
2023
Q3 		$351K Buy
6,631
+2,659
+67% +$170K 0.06% 174
2023
Q2 		$263K Sell
3,972
-796
-17% -$55.3K 0.05% 192
2023
Q1 		$362K Buy
4,768
+23
+0.5% +$1.83K 0.08% 97
2022
Q4 		$363K Sell
4,745
-17
-0.4% -$1.28K 0.09% 84
2022
Q3 		$326K Buy
4,762
+1,149
+32% +$94K 0.09% 52
2022
Q2 		$293K Sell
3,613
-198
-5% -$16K 0.08% 45
2022
Q1 		$302K Buy
3,811
+65
+2% +$4.99K 0.08% 62
2021
Q4 		$301K Buy
3,746
+211
+6% +$16.1K 0.09% 63
2021
Q3 		$253K Buy
3,535
+681
+24% +$51.8K 0.08% 54
2021
Q2 		$209K Buy
+2,854
New +$209K 0.07% 77
2021
Q1 		– Sell
-1,250
Closed -$86K – 736
2020
Q4 		$86K Buy
+1,250
New +$83.5K 0.03% 150

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

Inspire Advisors's WPC Position: Q1 2026 in Review

Inspire Advisors increased its W.P. Carey (WPC) stake by 35% in Q1 2026, buying an estimated $85.8K and bringing the position to 4,677 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #448.

Inspire Advisors first reported a position in WPC in Q4 2020 and has held it in 21 quarters since. The position peaked at $468K in Q1 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Inspire Advisors held 4,677 shares of W.P. Carey worth $318K as of Q1 2026.
  • Inspire Advisors bought 1,223 W.P. Carey shares in Q1 2026, an estimated $85.8K.
  • W.P. Carey made up 0.03% of Inspire Advisors's portfolio in Q1 2026, its #448 holding.
  • Inspire Advisors first reported a position in W.P. Carey in Q4 2020 and has held it in 21 quarters since.
  • Inspire Advisors's W.P. Carey position peaked at $468K in Q1 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.