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 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 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

Investmark Advisory Group's WPC Position: Q1 2026 in Review

Investmark Advisory Group increased its W.P. Carey (WPC) stake by 1.3% in Q1 2026, buying an estimated $31.6K and bringing the position to 35,408 shares worth $2.41M. The position accounts for 1.03% of the portfolio, ranked #29.

Investmark Advisory Group first reported a position in WPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.46M in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Investmark Advisory Group held 35,408 shares of W.P. Carey worth $2.41M as of Q1 2026.
Investmark Advisory Group bought 451 W.P. Carey shares in Q1 2026, an estimated $31.6K.
W.P. Carey made up 1.03% of Investmark Advisory Group's portfolio in Q1 2026, its #29 holding.
Investmark Advisory Group first reported a position in W.P. Carey in Q4 2021 and has held it in 18 quarters since.
Investmark Advisory Group's W.P. Carey position peaked at $2.46M in Q1 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.