Loring Wolcott & Coolidge Fiduciary Advisors’s W.P. Carey WPC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$699K	Hold	9,756	–	–	0.01%	201
2025 Q4	$675K	Hold	9,756	–	–	0.01%	209
2025 Q3	$662K	Hold	9,756	–	–	0.01%	214
2025 Q2	$609K	Hold	9,756	–	–	0.01%	196
2025 Q1	$596K	Sell	9,756 -244	-2%	-$14.4K	0.01%	194
2024 Q4	$570K	Hold	10,000	–	–	﹤0.01%	206
2024 Q3	$586K	Hold	10,000	–	–	0.01%	203
2024 Q2	$583K	Hold	10,000	–	–	0.01%	197
2024 Q1	$562K	Hold	10,000	–	–	0.01%	190
2023 Q4	$620K	Sell	10,000 -210	-2%	-$12.1K	0.01%	187
2023 Q3	$554K	Sell	10,210 -357	-3%	-$22.9K	0.01%	187
2023 Q2	$699K	Hold	10,567	–	–	0.01%	176
2023 Q1	$802K	Hold	10,567	–	–	0.01%	165
2022 Q4	$809K	Hold	10,567	–	–	0.01%	163
2022 Q3	$722K	Hold	10,567	–	–	0.01%	165
2022 Q2	$858K	Buy	10,567 +357	+3%	+$28.8K	0.01%	165
2022 Q1	$808K	Hold	10,210	–	–	0.01%	179
2021 Q4	$821K	Hold	10,210	–	–	0.01%	190
2021 Q3	$730K	Hold	10,210	–	–	0.01%	191
2021 Q2	$746K	Sell	10,210 -30	-0.3%	-$2.2K	0.01%	192
2021 Q1	$710K	Buy	10,240 +30	+0.3%	+$2.01K	0.01%	182
2020 Q4	$706K	Hold	10,210	–	–	0.01%	176
2020 Q3	$652K	Hold	10,210	–	–	0.01%	169
2020 Q2	$677K	Hold	10,210	–	–	0.01%	161
2020 Q1	$581K	Hold	10,210	–	–	0.01%	166
2019 Q4	$800K	Hold	10,210	–	–	0.01%	170
2019 Q3	$895K	Hold	10,210	–	–	0.01%	163
2019 Q2	$812K	Hold	10,210	–	–	0.01%	169
2019 Q1	$783K	Hold	10,210	–	–	0.01%	168
2018 Q4	$653K	Hold	10,210	–	–	0.01%	178
2018 Q3	$643K	Hold	10,210	–	–	0.01%	188
2018 Q2	$664K	Sell	10,210 -204	-2%	-$12.9K	0.01%	186
2018 Q1	$632K	Sell	10,414 -4,976	-32%	-$306K	0.01%	192
2017 Q4	$1.04M	Sell	15,390 -615	-4%	-$42.1K	0.02%	163
2017 Q3	$1.06M	Buy	16,005 +11,253	+237%	+$749K	0.02%	155
2017 Q2	$319K	Sell	4,752 -162	-3%	-$10.2K	0.01%	229
2017 Q1	$299K	Hold	4,914	–	–	0.01%	233
2016 Q4	$284K	Sell	4,914 -937	-16%	-$54.8K	0.01%	237
2016 Q3	$370K	Sell	5,851 -506	-8%	-$33.8K	0.01%	210
2016 Q2	$432K	Hold	6,357	–	–	0.01%	195
2016 Q1	$388K	Buy	6,357 +1,904	+43%	+$108K	0.01%	196
2015 Q4	$257K	Sell	4,453 -1,588	-26%	-$95.2K	0.01%	244
2015 Q3	$349K	Hold	6,041	–	–	0.01%	227
2015 Q2	$349K	Sell	6,041 -752	-11%	-$47K	0.01%	227
2015 Q1	$452K	Hold	6,793	–	–	0.01%	217
2014 Q4	$466K	Sell	6,793 -715	-10%	-$47.2K	0.01%	208
2014 Q3	$469K	Hold	7,508	–	–	0.01%	195
2014 Q2	$474K	Hold	7,508	–	–	0.01%	196
2014 Q1	$442K	Hold	7,508	–	–	0.01%	196
2013 Q4	$451K	Hold	7,508	–	–	0.01%	192
2013 Q3	$476K	Buy	7,508 +1,276	+20%	+$84K	0.01%	185
2013 Q2	$404K	Buy	+6,232	New	+$423K	0.01%	206

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

Loring Wolcott & Coolidge Fiduciary Advisors's WPC Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its W.P. Carey (WPC) position steady in Q1 2026 at 9,756 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #201.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.06M in Q3 2017. 866 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 9,756 shares of W.P. Carey worth $699K as of Q1 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #201 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's W.P. Carey position peaked at $1.06M in Q3 2017.
866 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.