MCF Advisors’s W.P. Carey WPC Stock Holding History

MCF 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	$74.3K	Sell	1,084 -477	-31%	-$33.5K	﹤0.01%	549
2025 Q4	$102K	Buy	1,561 +670	+75%	+$44.6K	0.01%	402
2025 Q3	$60.7K	Hold	891	–	–	﹤0.01%	394
2025 Q2	$56K	Hold	891	–	–	﹤0.01%	383
2025 Q1	$56.7K	Hold	891	–	–	﹤0.01%	380
2024 Q4	$49K	Hold	891	–	–	﹤0.01%	407
2024 Q3	$56K	Hold	891	–	–	﹤0.01%	377
2024 Q2	$49.5K	Hold	891	–	–	﹤0.01%	386
2024 Q1	$50.7K	Hold	891	–	–	﹤0.01%	371
2023 Q4	$58.2K	Sell	891 -19	-2%	-$1.09K	﹤0.01%	350
2023 Q3	$48.7K	Sell	910 -249	-21%	-$16K	﹤0.01%	355
2023 Q2	$77.2K	Hold	1,159	–	–	0.01%	315
2023 Q1	$88.4K	Sell	1,159 -303	-21%	-$24.1K	0.01%	297
2022 Q4	$113K	Buy	1,462 +4	+0.3%	+$300	0.01%	259
2022 Q3	$101K	Buy	1,458 +548	+60%	+$44.9K	0.01%	263
2022 Q2	$74K	Hold	910	–	–	0.01%	284
2022 Q1	$72K	Buy	+910	New	+$69.8K	0.01%	293
2021 Q4	–	Sell	-910	Closed	-$65K	–	694
2021 Q3	$65K	Sell	910 -168	-16%	-$12.8K	0.01%	279
2021 Q2	$79K	Hold	1,078	–	–	0.01%	254
2021 Q1	$75K	Hold	1,078	–	–	0.01%	239
2020 Q4	$75K	Buy	1,078 +280	+35%	+$18.7K	0.01%	210
2020 Q3	$51K	Hold	798	–	–	0.01%	237
2020 Q2	$53K	Hold	798	–	–	0.01%	227
2020 Q1	$45K	Hold	798	–	–	0.01%	245
2019 Q4	$63K	Hold	798	–	–	0.01%	229
2019 Q3	$70K	Hold	798	–	–	0.01%	213
2019 Q2	$63K	Hold	798	–	–	0.01%	215
2019 Q1	$61K	Hold	798	–	–	0.01%	209
2018 Q4	$51K	Hold	798	–	–	0.01%	213
2018 Q3	$50K	Hold	798	–	–	0.01%	213
2018 Q2	$52K	Hold	798	–	–	0.01%	208
2018 Q1	$48K	Hold	798	–	–	0.01%	218
2017 Q4	$54K	Hold	798	–	–	0.01%	216
2017 Q3	$53K	Buy	798 +282	+55%	+$18.8K	0.01%	221
2017 Q2	$33K	Hold	516	–	–	0.01%	266
2017 Q1	$31K	Hold	516	–	–	0.01%	282
2016 Q4	$30K	Hold	516	–	–	0.01%	247
2016 Q3	$33K	Hold	516	–	–	0.01%	243
2016 Q2	$35K	Hold	516	–	–	0.01%	253
2016 Q1	$31K	Hold	516	–	–	0.01%	230
2015 Q4	$30K	Hold	516	–	–	0.01%	226
2015 Q3	$29K	Hold	516	–	–	0.01%	226
2015 Q2	$30K	Hold	516	–	–	0.01%	227
2015 Q1	$34K	Hold	516	–	–	0.01%	220
2014 Q4	$35K	Hold	516	–	–	0.01%	201
2014 Q3	$30K	Hold	516	–	–	0.01%	214
2014 Q2	$30K	Hold	516	–	–	0.01%	211
2014 Q1	$30K	Buy	+516	New	+$31.2K	0.01%	223
2013 Q4	–	Sell	-516	Closed	-$30K	–	439
2013 Q3	$30K	Buy	+516	New	+$34K	0.02%	208

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

MCF Advisors's WPC Position: Q1 2026 in Review

MCF Advisors reduced its W.P. Carey (WPC) stake by 31% in Q1 2026, selling an estimated $33.5K and leaving 1,084 shares worth $74.3K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

MCF Advisors first reported a position in WPC in Q3 2013 and has held it in 49 quarters since. The position peaked at $113K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

MCF Advisors held 1,084 shares of W.P. Carey worth $74.3K as of Q1 2026.
MCF Advisors sold 477 W.P. Carey shares in Q1 2026, an estimated $33.5K.
W.P. Carey made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #549 holding.
MCF Advisors first reported a position in W.P. Carey in Q3 2013 and has held it in 49 quarters since.
MCF Advisors's W.P. Carey position peaked at $113K in Q4 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.