Mach-1 Financial Group’s W.P. Carey WPC Stock Holding History

Mach-1 Financial Group’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	-3,717	Closed	-$239K	–	300
2025 Q4	$239K	Buy	+3,717	New	+$248K	0.05%	242
2025 Q2	–	Sell	-3,765	Closed	-$238K	–	308
2025 Q1	$238K	Buy	+3,765	New	+$223K	0.07%	235
2024 Q4	–	Sell	-3,799	Closed	-$237K	–	92
2024 Q3	$237K	Sell	3,799 -55	-1%	-$3.26K	0.15%	76
2024 Q2	$212K	Hold	3,854	–	–	0.14%	68
2024 Q1	$218K	Sell	3,854 -626	-14%	-$37.5K	0.17%	63
2023 Q4	$290K	Sell	4,480 -94	-2%	-$5.42K	0.11%	184
2023 Q3	$242K	Hold	4,574	–	–	0.1%	178
2023 Q2	$303K	Sell	4,574 -429	-9%	-$29.8K	0.09%	169
2023 Q1	$379K	Sell	5,003 -248	-5%	-$19.8K	﹤0.01%	255
2022 Q4	$402K	Buy	5,251 +1	+0%	+$75	0.13%	153
2022 Q3	$358K	Sell	5,250 -212	-4%	-$17.4K	0.37%	20
2022 Q2	$443K	Hold	5,462	–	–	0.3%	21
2022 Q1	$432K	Sell	5,462 -24	-0.4%	-$1.84K	0.29%	17
2021 Q4	$440K	Buy	+5,486	New	+$420K	0.28%	14

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

Mach-1 Financial Group's WPC Position: Q1 2026 in Review

Mach-1 Financial Group sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 3,717 shares — an estimated $239K sold.

Mach-1 Financial Group first reported a position in WPC in Q4 2021 and held it in 14 quarters. The position peaked at $443K in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Mach-1 Financial Group reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Mach-1 Financial Group sold 3,717 W.P. Carey shares in Q1 2026, an estimated $239K.
Mach-1 Financial Group first reported a position in W.P. Carey in Q4 2021 and held it in 14 quarters.
Mach-1 Financial Group's W.P. Carey position peaked at $443K in Q2 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.