Investmark Advisory Group
WPC icon

Investmark Advisory Group’s W.P. Carey WPC Stock Holding History

Investmark Advisory Group’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
Q3 		$2.46M Buy
38,042
+1,563
+4% +$111K 0.8% 41
2026
Q2 		$2.61M Buy
36,479
+1,071
+3% +$78.5K 0.99% 33
2026
Q1 		$2.41M Buy
35,408
+451
+1% +$31.6K 1.03% 29
2025
Q4 		$2.25M Sell
34,957
-340
-1% -$22.6K 0.96% 33
2025
Q3 		$2.39M Buy
35,297
+751
+2% +$49.2K 1.03% 33
2025
Q2 		$2.16M Sell
34,546
-268
-0.8% -$16.5K 1.01% 32
2025
Q1 		$2.2M Buy
34,814
+1,849
+6% +$109K 1.09% 27
2024
Q4 		$1.8M Sell
32,965
-1,460
-4% -$83.2K 0.88% 34
2024
Q3 		$2.14M Buy
34,425
+1,254
+4% +$74.3K 1.04% 31
2024
Q2 		$1.83M Buy
33,171
+348
+1% +$19.6K 0.97% 33
2024
Q1 		$1.85M Buy
32,823
+76
+0.2% +$4.55K 1.02% 32
2023
Q4 		$2.12M Sell
32,747
-968
-3% -$55.8K 1.24% 26
2023
Q3 		$1.79M Buy
33,715
+474
+1% +$30.4K 1.21% 26
2023
Q2 		$2.2M Buy
33,241
+857
+3% +$59.6K 1.47% 22
2023
Q1 		$2.46M Buy
32,384
+2,074
+7% +$165K 1.8% 18
2022
Q4 		$2.32M Buy
30,310
+1,069
+4% +$80.3K 1.72% 17
2022
Q3 		$2M Buy
29,241
+1,338
+5% +$110K 1.8% 17
2022
Q2 		$2.26M Buy
27,903
+578
+2% +$46.6K 2.24% 15
2022
Q1 		$2.16M Buy
27,325
+1,833
+7% +$141K 2.23% 16
2021
Q4 		$2.05M Buy
+25,492
New +$1.95M 1.91% 16

Other funds holding WPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Investmark Advisory Group's WPC Position: Q3 2026 in Review

Investmark Advisory Group increased its W.P. Carey (WPC) stake by 4.3% in Q3 2026, buying an estimated $111K and bringing the position to 38,042 shares worth $2.46M. The position accounts for 0.8% of the portfolio, ranked #41.

Investmark Advisory Group first reported a position in WPC in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.61M in Q2 2026. 748 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Investmark Advisory Group held 38,042 shares of W.P. Carey worth $2.46M as of Q3 2026.
  • Investmark Advisory Group bought 1,563 W.P. Carey shares in Q3 2026, an estimated $111K.
  • W.P. Carey made up 0.8% of Investmark Advisory Group's portfolio in Q3 2026, its #41 holding.
  • Investmark Advisory Group first reported a position in W.P. Carey in Q4 2021 and has held it in 20 quarters since.
  • Investmark Advisory Group's W.P. Carey position peaked at $2.61M in Q2 2026.
  • 748 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Investmark Advisory Group's 13F filing for Q3 2026, filed 27 Oct 2026.