Laurel Wealth Advisors (North Carolina)’s W.P. Carey WPC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-396	Closed	-$25.5K	–	669
2025 Q4	$25.5K	Buy	+396	New	+$26.4K	﹤0.01%	405
2025 Q2	–	Sell	-396	Closed	-$25K	–	679
2025 Q1	$25K	Hold	396	–	–	﹤0.01%	389
2024 Q4	$21.6K	Hold	396	–	–	﹤0.01%	407
2024 Q3	$24.7K	Hold	396	–	–	﹤0.01%	385
2024 Q2	$21.8K	Hold	396	–	–	﹤0.01%	370
2024 Q1	$22.4K	Hold	396	–	–	﹤0.01%	371
2023 Q4	$25.7K	Sell	396 -8	-2%	-$461	﹤0.01%	341
2023 Q3	$21.4K	Hold	404	–	–	﹤0.01%	356
2023 Q2	$26.8K	Hold	404	–	–	0.01%	341
2023 Q1	$30.7K	Hold	404	–	–	0.01%	327
2022 Q4	$30.9K	Hold	404	–	–	0.01%	299
2022 Q3	$28K	Hold	404	–	–	0.01%	308
2022 Q2	$33K	Hold	404	–	–	0.01%	291
2022 Q1	$32K	Hold	404	–	–	0.01%	307
2021 Q4	$32K	Sell	404 -205	-34%	-$15.7K	0.01%	305
2021 Q3	$44K	Sell	609 -25	-4%	-$1.9K	0.01%	279
2021 Q2	$46K	Hold	634	–	–	0.01%	290
2021 Q1	$44K	Buy	634 +25	+4%	+$1.68K	0.01%	279
2020 Q4	$42K	Hold	609	–	–	0.01%	270
2020 Q3	$39K	Hold	609	–	–	0.01%	263
2020 Q2	$40K	Hold	609	–	–	0.01%	249
2020 Q1	$35K	Hold	609	–	–	0.01%	249
2019 Q4	$48K	Hold	609	–	–	0.02%	246
2019 Q3	$53K	Hold	609	–	–	0.02%	235
2019 Q2	$48K	Hold	609	–	–	0.02%	239
2019 Q1	$47K	Hold	609	–	–	0.02%	230
2018 Q4	$39K	Buy	+609	New	+$39.6K	0.02%	236

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WPC Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 396 shares — an estimated $25.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WPC in Q4 2018 and held it in 27 quarters. The position peaked at $53K in Q3 2019. 870 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 396 W.P. Carey shares in Q1 2026, an estimated $25.5K.
Laurel Wealth Advisors (North Carolina) first reported a position in W.P. Carey in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s W.P. Carey position peaked at $53K in Q3 2019.
870 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.