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Journey Strategic Wealth’s W.P. Carey WPC Stock Holding History

Journey Strategic Wealth’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 		$261K Buy
+3,833
New +$269K 0.01% 619
2025
Q4 		– Sell
-3,120
Closed -$211K – 824
2025
Q3 		$211K Buy
+3,120
New +$204K 0.01% 646

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

Journey Strategic Wealth's WPC Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in W.P. Carey (WPC) in Q1 2026: 3,833 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in WPC as recently as Q3 2025.

Journey Strategic Wealth first reported a position in WPC in Q3 2025 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Journey Strategic Wealth held 3,833 shares of W.P. Carey worth $261K as of Q1 2026.
  • W.P. Carey was a new Journey Strategic Wealth position in Q1 2026.
  • W.P. Carey made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #619 holding.
  • Journey Strategic Wealth first reported a position in W.P. Carey in Q3 2025 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.