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Jeppson Wealth Management’s W.P. Carey WPC Stock Holding History

Jeppson Wealth Management’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 		$1.46M Sell
21,490
-166
-0.8% -$11.6K 0.46% 56
2025
Q4 		$1.39M Sell
21,656
-15
-0.1% -$999 0.44% 58
2025
Q3 		$1.46M Sell
21,671
-369
-2% -$24.2K 0.47% 57
2025
Q2 		$1.37M Buy
22,040
+327
+2% +$20.1K 0.48% 54
2025
Q1 		$1.37M Sell
21,713
-343
-2% -$20.3K 0.5% 53
2024
Q4 		$1.2M Sell
22,056
-29
-0.1% -$1.65K 0.44% 59
2024
Q3 		$1.38M Buy
22,085
+480
+2% +$28.5K 0.49% 54
2024
Q2 		$1.19M Buy
21,605
+3,269
+18% +$184K 0.45% 57
2024
Q1 		$1.03M Sell
18,336
-2,464
-12% -$147K 0.4% 67
2023
Q4 		$1.35M Sell
20,800
-709
-3% -$40.8K 0.56% 51
2023
Q3 		$1.14M Buy
21,509
+5,376
+33% +$344K 0.52% 50
2023
Q2 		$1.07M Buy
16,133
+2,919
+22% +$203K 0.46% 57
2023
Q1 		$1M Buy
13,214
+1,538
+13% +$123K 0.44% 63
2022
Q4 		$894K Buy
11,676
+439
+4% +$33K 0.38% 63
2022
Q3 		$768K Sell
11,237
-51
-0.5% -$4.17K 0.35% 67
2022
Q2 		$916K Buy
+11,288
New +$911K 0.39% 62

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

Jeppson Wealth Management's WPC Position: Q1 2026 in Review

Jeppson Wealth Management reduced its W.P. Carey (WPC) stake by 0.77% in Q1 2026, selling an estimated $11.6K and leaving 21,490 shares worth $1.46M. The position accounts for 0.46% of the portfolio, ranked #56.

Jeppson Wealth Management first reported a position in WPC in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.46M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Jeppson Wealth Management held 21,490 shares of W.P. Carey worth $1.46M as of Q1 2026.
  • Jeppson Wealth Management sold 166 W.P. Carey shares in Q1 2026, an estimated $11.6K.
  • W.P. Carey made up 0.46% of Jeppson Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Jeppson Wealth Management first reported a position in W.P. Carey in Q2 2022 and has held it in 16 quarters since.
  • Jeppson Wealth Management's W.P. Carey position peaked at $1.46M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.