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

King Wealth Management 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	$238K	Hold	3,495	–	–	0.03%	145
2025 Q4	$225K	Hold	3,495	–	–	0.03%	147
2025 Q3	$236K	Hold	3,495	–	–	0.03%	147
2025 Q2	$218K	Hold	3,495	–	–	0.03%	149
2025 Q1	$221K	Buy	+3,495	New	+$207K	0.03%	144
2024 Q4	–	Sell	-3,495	Closed	-$218K	–	165
2024 Q3	$218K	Buy	+3,495	New	+$207K	0.03%	137
2019 Q4	–	Sell	-2,501	Closed	-$219K	–	148
2019 Q3	$219K	Buy	+2,501	New	+$213K	0.06%	130

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

King Wealth Management Group's WPC Position: Q1 2026 in Review

King Wealth Management Group held its W.P. Carey (WPC) position steady in Q1 2026 at 3,495 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #145.

King Wealth Management Group first reported a position in WPC in Q3 2019 and has held it in 7 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

King Wealth Management Group held 3,495 shares of W.P. Carey worth $238K as of Q1 2026.
King Wealth Management Group left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.03% of King Wealth Management Group's portfolio in Q1 2026, its #145 holding.
King Wealth Management Group first reported a position in W.P. Carey in Q3 2019 and has held it in 7 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.