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Larson Financial Group’s W.P. Carey WPC Stock Holding History

Larson Financial 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 		$177K Buy
2,609
+170
+7% +$11.9K 0.01% 760
2025
Q4 		$157K Buy
2,439
+19
+0.8% +$1.26K 0.01% 771
2025
Q3 		$164K Sell
2,420
-53
-2% -$3.47K 0.01% 750
2025
Q2 		$154K Sell
2,473
-1,680
-40% -$103K 0.01% 716
2025
Q1 		$262K Sell
4,153
-2
-0% -$118 0.01% 569
2024
Q4 		$226K Buy
4,155
+58
+1% +$3.3K 0.01% 539
2024
Q3 		$255K Buy
4,097
+60
+1% +$3.56K 0.01% 517
2024
Q2 		$222K Buy
4,037
+165
+4% +$9.3K 0.02% 434
2024
Q1 		$219K Sell
3,872
-341
-8% -$20.4K 0.02% 385
2023
Q4 		$273K Buy
4,213
+174
+4% +$10K 0.02% 285
2023
Q3 		$214K Buy
4,039
+108
+3% +$6.92K 0.02% 315
2023
Q2 		$260K Buy
3,931
+133
+4% +$9.25K 0.03% 275
2023
Q1 		$288K Buy
3,798
+20
+0.5% +$1.59K 0.03% 271
2022
Q4 		$289K Buy
3,778
+24
+0.6% +$1.8K 0.03% 250
2022
Q3 		$257K Sell
3,754
-46
-1% -$3.77K 0.04% 245
2022
Q2 		$308K Buy
3,800
+19
+0.5% +$1.53K 0.05% 143
2022
Q1 		$299K Buy
3,781
+21
+0.6% +$1.61K 0.05% 159
2021
Q4 		$302K Buy
+3,760
New +$288K 0.05% 164

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

Larson Financial Group's WPC Position: Q1 2026 in Review

Larson Financial Group increased its W.P. Carey (WPC) stake by 7% in Q1 2026, buying an estimated $11.9K and bringing the position to 2,609 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #760.

Larson Financial Group first reported a position in WPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $308K in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Larson Financial Group held 2,609 shares of W.P. Carey worth $177K as of Q1 2026.
  • Larson Financial Group bought 170 W.P. Carey shares in Q1 2026, an estimated $11.9K.
  • W.P. Carey made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #760 holding.
  • Larson Financial Group first reported a position in W.P. Carey in Q4 2021 and has held it in 18 quarters since.
  • Larson Financial Group's W.P. Carey position peaked at $308K in Q2 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

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