Laraway Financial Advisors’s W.P. Carey WPC Stock Holding History

Laraway Financial Advisors’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	$629K	Hold	9,251	–	–	0.44%	56
2025 Q4	$595K	Buy	9,251 +3,195	+53%	+$213K	0.39%	58
2025 Q3	$409K	Hold	6,056	–	–	0.28%	85
2025 Q2	$378K	Buy	6,056 +67	+1%	+$4.13K	0.29%	80
2025 Q1	$378K	Buy	+5,989	New	+$355K	0.3%	78
2024 Q1	–	Sell	-2,751	Closed	-$178K	–	114
2023 Q4	$178K	Sell	2,751 -32	-1%	-$1.84K	0.17%	109
2023 Q3	$147K	Sell	2,783 -11,240	-80%	-$720K	0.15%	106
2023 Q2	$928K	Buy	14,023 +18	+0.1%	+$1.25K	0.92%	33
2023 Q1	$1.06M	Buy	14,005 +16	+0.1%	+$1.27K	1.08%	27
2022 Q4	$1.07M	Buy	+13,989	New	+$1.05M	1.12%	25

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

Laraway Financial Advisors's WPC Position: Q1 2026 in Review

Laraway Financial Advisors held its W.P. Carey (WPC) position steady in Q1 2026 at 9,251 shares worth $629K. The position accounts for 0.44% of the portfolio, ranked #56.

Laraway Financial Advisors first reported a position in WPC in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Laraway Financial Advisors held 9,251 shares of W.P. Carey worth $629K as of Q1 2026.
Laraway Financial Advisors left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.44% of Laraway Financial Advisors's portfolio in Q1 2026, its #56 holding.
Laraway Financial Advisors first reported a position in W.P. Carey in Q4 2022 and has held it in 10 quarters since.
Laraway Financial Advisors's W.P. Carey position peaked at $1.07M in Q4 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.