IF
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Intrua Financial’s W.P. Carey WPC Stock Holding History

Intrua Financial’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 		$546K Sell
8,032
-254
-3% -$17.8K 0.06% 246
2025
Q4 		$533K Sell
8,286
-899
-10% -$59.9K 0.06% 248
2025
Q3 		$621K Buy
9,185
+1,008
+12% +$66K 0.07% 215
2025
Q2 		$510K Sell
8,177
-108
-1% -$6.65K 0.07% 205
2025
Q1 		$523K Buy
8,285
+228
+3% +$13.5K 0.08% 191
2024
Q4 		$439K Buy
8,057
+1,639
+26% +$93.4K 0.07% 217
2024
Q3 		$400K Buy
6,418
+268
+4% +$15.9K 0.06% 265
2024
Q2 		$339K Buy
6,150
+466
+8% +$26.3K 0.05% 284
2024
Q1 		$321K Buy
5,684
+217
+4% +$13K 0.05% 307
2023
Q4 		$354K Sell
5,467
-821
-13% -$47.3K 0.05% 285
2023
Q3 		$333K Sell
6,288
-432
-6% -$27.7K 0.06% 254
2023
Q2 		$445K Buy
6,720
+1,844
+38% +$128K 0.08% 215
2023
Q1 		$342K Buy
4,876
+34
+0.7% +$2.71K 0.07% 234
2022
Q4 		$391K Sell
4,842
-477
-9% -$35.8K 0.09% 217
2022
Q3 		$364K Buy
5,319
+1,336
+34% +$109K 0.1% 206
2022
Q2 		$323K Sell
3,983
-157
-4% -$12.7K 0.07% 272
2022
Q1 		$328K Sell
4,140
-181
-4% -$13.9K 0.06% 287
2021
Q4 		$347K Sell
4,321
-280
-6% -$21.4K 0.06% 277
2021
Q3 		$353K Buy
+4,601
New +$350K 0.07% 272

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

Intrua Financial's WPC Position: Q1 2026 in Review

Intrua Financial reduced its W.P. Carey (WPC) stake by 3.1% in Q1 2026, selling an estimated $17.8K and leaving 8,032 shares worth $546K. The position accounts for 0.06% of the portfolio, ranked #246.

Intrua Financial first reported a position in WPC in Q3 2021 and has held it in 19 quarters since. The position peaked at $621K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Intrua Financial held 8,032 shares of W.P. Carey worth $546K as of Q1 2026.
  • Intrua Financial sold 254 W.P. Carey shares in Q1 2026, an estimated $17.8K.
  • W.P. Carey made up 0.06% of Intrua Financial's portfolio in Q1 2026, its #246 holding.
  • Intrua Financial first reported a position in W.P. Carey in Q3 2021 and has held it in 19 quarters since.
  • Intrua Financial's W.P. Carey position peaked at $621K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.