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

Laurel Oak 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 		$1.32M Sell
19,492
-4,534
-19% -$318K 0.22% 84
2025
Q4 		$1.55M Buy
+24,026
New +$1.6M 0.26% 71

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

Laurel Oak Wealth Management's WPC Position: Q1 2026 in Review

Laurel Oak Wealth Management reduced its W.P. Carey (WPC) stake by 19% in Q1 2026, selling an estimated $318K and leaving 19,492 shares worth $1.32M. The position accounts for 0.22% of the portfolio, ranked #84.

Laurel Oak Wealth Management first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.55M in Q4 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Laurel Oak Wealth Management held 19,492 shares of W.P. Carey worth $1.32M as of Q1 2026.
  • Laurel Oak Wealth Management sold 4,534 W.P. Carey shares in Q1 2026, an estimated $318K.
  • W.P. Carey made up 0.22% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Laurel Oak Wealth Management first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
  • Laurel Oak Wealth Management's W.P. Carey position peaked at $1.55M in Q4 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.