McIlrath & Eck’s W.P. Carey WPC Stock Holding History

McIlrath & Eck’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	$41.7K	Hold	614	–	–	﹤0.01%	593
2025 Q4	$39.5K	Hold	614	–	–	﹤0.01%	387
2025 Q3	$41.5K	Hold	614	–	–	﹤0.01%	362
2025 Q2	$38.3K	Hold	614	–	–	﹤0.01%	371
2025 Q1	$38.8K	Hold	614	–	–	﹤0.01%	368
2024 Q4	$33.5K	Hold	614	–	–	﹤0.01%	392
2024 Q3	$38.3K	Sell	614 -69	-10%	-$4.09K	﹤0.01%	365
2024 Q2	$37.6K	Buy	683 +121	+22%	+$6.82K	0.01%	328
2024 Q1	$31.7K	Hold	562	–	–	0.01%	359
2023 Q4	$36.4K	Sell	562 -61	-10%	-$3.51K	0.01%	311
2023 Q3	$33K	Sell	623 -31	-5%	-$1.99K	0.01%	327
2023 Q2	$43.3K	Buy	654 +114	+21%	+$7.92K	0.01%	284
2023 Q1	$41K	Hold	540	–	–	0.01%	285
2022 Q4	$41.3K	Buy	+540	New	+$40.6K	0.01%	275
2018 Q4	–	Sell	-484	Closed	-$30K	–	591
2018 Q3	$30K	Buy	484 +388	+404%	+$25K	0.02%	165
2018 Q2	$6K	Hold	96	–	–	﹤0.01%	352
2018 Q1	$6K	Hold	96	–	–	﹤0.01%	335
2017 Q4	$6K	Buy	+96	New	+$6.57K	﹤0.01%	350

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

McIlrath & Eck's WPC Position: Q1 2026 in Review

McIlrath & Eck held its W.P. Carey (WPC) position steady in Q1 2026 at 614 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

McIlrath & Eck first reported a position in WPC in Q4 2017 and has held it in 18 quarters since. The position peaked at $43.3K in Q2 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

McIlrath & Eck held 614 shares of W.P. Carey worth $41.7K as of Q1 2026.
McIlrath & Eck left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #593 holding.
McIlrath & Eck first reported a position in W.P. Carey in Q4 2017 and has held it in 18 quarters since.
McIlrath & Eck's W.P. Carey position peaked at $43.3K in Q2 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.