Liberty Square Wealth Partners’s W.P. Carey WPC Stock Holding History

Liberty Square Wealth Partners’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	$674K	Buy	9,912 +11	+0.1%	+$772	0.19%	59
2025 Q4	$637K	Sell	9,901 -301	-3%	-$20K	0.18%	67
2025 Q3	$689K	Sell	10,202 -929	-8%	-$60.8K	0.21%	65
2025 Q2	$694K	Buy	11,131 +122	+1%	+$7.51K	0.24%	58
2025 Q1	$695K	Sell	11,009 -90	-0.8%	-$5.33K	0.27%	62
2024 Q4	$651K	Buy	+11,099	New	+$632K	0.24%	65

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

Liberty Square Wealth Partners's WPC Position: Q1 2026 in Review

Liberty Square Wealth Partners increased its W.P. Carey (WPC) stake by 0.11% in Q1 2026, buying an estimated $772 and bringing the position to 9,912 shares worth $674K. The position accounts for 0.19% of the portfolio, ranked #59.

Liberty Square Wealth Partners first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $695K in Q1 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Liberty Square Wealth Partners held 9,912 shares of W.P. Carey worth $674K as of Q1 2026.
Liberty Square Wealth Partners bought 11 W.P. Carey shares in Q1 2026, an estimated $772.
W.P. Carey made up 0.19% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #59 holding.
Liberty Square Wealth Partners first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
Liberty Square Wealth Partners's W.P. Carey position peaked at $695K in Q1 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.