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

LGT 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 		– Sell
-500
Closed -$32.2K – 279
2025
Q4 		$32.2K Hold
500
– – 0.2% 78
2025
Q3 		$33.8K Buy
+500
New +$32.7K 0.07% 152
2025
Q2 		– Sell
-1,300
Closed -$82K – 630
2025
Q1 		$82K Sell
1,300
-1,519
-54% -$89.9K 0.25% 85
2024
Q4 		$154K Buy
2,819
+22
+0.8% +$1.25K 0.34% 58
2024
Q3 		$174K Sell
2,797
-3,464
-55% -$205K 0.43% 43
2024
Q2 		$345K Sell
6,261
-3,569
-36% -$201K 0.73% 31
2024
Q1 		$555K Sell
9,830
-1,411
-13% -$84.5K 0.64% 29
2023
Q4 		$729K Sell
11,241
-4,277
-28% -$246K 0.89% 20
2023
Q3 		$822K Buy
15,518
+609
+4% +$39K 1.04% 17
2023
Q2 		$987K Buy
14,909
+92
+0.6% +$6.4K 1.05% 24
2023
Q1 		$1.12M Buy
14,817
+82
+0.6% +$6.53K 2.09% 10
2022
Q4 		$1.13M Buy
+14,735
New +$1.11M 1.33% 17

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

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

LGT Financial Advisors sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 500 shares — an estimated $32.2K sold.

LGT Financial Advisors first reported a position in WPC in Q4 2022 and held it in 12 quarters. The position peaked at $1.13M in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • LGT Financial Advisors reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 500 W.P. Carey shares in Q1 2026, an estimated $32.2K.
  • LGT Financial Advisors first reported a position in W.P. Carey in Q4 2022 and held it in 12 quarters.
  • LGT Financial Advisors's W.P. Carey position peaked at $1.13M in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.