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WPC icon

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

Inspire Investing’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 		$2.51M Buy
36,985
+10,687
+41% +$750K 0.15% 162
2025
Q4 		$1.69M Buy
26,298
+1,578
+6% +$105K 0.15% 149
2025
Q3 		$1.67M Sell
24,720
-685
-3% -$44.8K 0.16% 144
2025
Q2 		$1.58M Buy
25,405
+923
+4% +$56.8K 0.17% 135
2025
Q1 		$1.55M Buy
24,482
+547
+2% +$32.4K 0.18% 139
2024
Q4 		$1.3M Sell
23,935
-797
-3% -$45.4K 0.15% 148
2024
Q3 		$1.54M Sell
24,732
-1,120
-4% -$66.4K 0.16% 133
2024
Q2 		$1.42M Sell
25,852
-5,975
-19% -$337K 0.16% 150
2024
Q1 		$1.8M Buy
31,827
+4,330
+16% +$259K 0.18% 136
2023
Q4 		$1.78M Sell
27,497
-2,291
-8% -$132K 0.2% 118
2023
Q3 		$1.58M Sell
29,788
-843
-3% -$54K 0.2% 118
2023
Q2 		$2.03M Sell
30,631
-300
-1% -$20.9K 0.25% 97
2023
Q1 		$2.35M Buy
30,931
+3,494
+13% +$278K 0.3% 83
2022
Q4 		$2.1M Buy
27,437
+1,656
+6% +$124K 0.27% 82
2022
Q3 		$1.76M Buy
25,781
+333
+1% +$27.3K 0.25% 86
2022
Q2 		$2.06M Sell
25,448
-430
-2% -$34.7K 0.27% 82
2022
Q1 		$2.05M Sell
25,878
-2,273
-8% -$174K 0.24% 101
2021
Q4 		$2.26M Buy
28,151
+1,270
+5% +$97.2K 0.26% 106
2021
Q3 		$1.92M Buy
26,881
+14,443
+116% +$1.1M 0.24% 106
2021
Q2 		$909K Buy
12,438
+1,019
+9% +$74.6K 0.12% 193
2021
Q1 		$791K Buy
11,419
+4,590
+67% +$308K 0.12% 174
2020
Q4 		$472K Buy
6,829
+1,169
+21% +$78.1K 0.1% 186
2020
Q3 		$361K Buy
+5,660
New +$381K 0.1% 204

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 Investing's WPC Position: Q1 2026 in Review

Inspire Investing increased its W.P. Carey (WPC) stake by 41% in Q1 2026, buying an estimated $750K and bringing the position to 36,985 shares worth $2.51M. The position accounts for 0.15% of the portfolio, ranked #162.

Inspire Investing first reported a position in WPC in Q3 2020 and has held it in 23 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Inspire Investing held 36,985 shares of W.P. Carey worth $2.51M as of Q1 2026.
  • Inspire Investing bought 10,687 W.P. Carey shares in Q1 2026, an estimated $750K.
  • W.P. Carey made up 0.15% of Inspire Investing's portfolio in Q1 2026, its #162 holding.
  • Inspire Investing first reported a position in W.P. Carey in Q3 2020 and has held it in 23 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.