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Modern Wealth Management’s W.P. Carey WPC Stock Holding History

Modern Wealth Management’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 		$971K Buy
13,991
+426
+3% +$29.9K 0.02% 429
2025
Q4 		$873K Buy
13,565
+4,743
+54% +$316K 0.02% 429
2025
Q3 		$596K Sell
8,822
-450
-5% -$29.5K 0.01% 474
2025
Q2 		$578K Buy
9,272
+105
+1% +$6.46K 0.01% 454
2025
Q1 		$578K Buy
9,167
+2,093
+30% +$124K 0.02% 389
2024
Q4 		$385K Sell
7,074
-1,211
-15% -$69K 0.01% 406
2024
Q3 		$516K Buy
8,285
+345
+4% +$20.5K 0.03% 248
2024
Q2 		$437K Buy
7,940
+235
+3% +$13.2K 0.03% 241
2024
Q1 		$435K Buy
+7,705
New +$461K 0.04% 185

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Modern Wealth Management's WPC Position: Q1 2026 in Review

Modern Wealth Management increased its W.P. Carey (WPC) stake by 3.1% in Q1 2026, buying an estimated $29.9K and bringing the position to 13,991 shares worth $971K. The position accounts for 0.02% of the portfolio, ranked #429.

Modern Wealth Management first reported a position in WPC in Q1 2024 and has held it in 9 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Modern Wealth Management held 13,991 shares of W.P. Carey worth $971K as of Q1 2026.
  • Modern Wealth Management bought 426 W.P. Carey shares in Q1 2026, an estimated $29.9K.
  • W.P. Carey made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #429 holding.
  • Modern Wealth Management first reported a position in W.P. Carey in Q1 2024 and has held it in 9 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.