Mount Yale Investment Advisors’s W.P. Carey WPC Stock Holding History

Mount Yale Investment 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	–	Sell	-3,298	Closed	-$215K	–	1134
2025 Q4	$215K	Buy	+3,298	New	+$220K	0.01%	682
2025 Q3	–	Sell	-348	Closed	-$21.7K	–	1613
2025 Q2	$21.7K	Buy	+348	New	+$21.4K	﹤0.01%	1028
2018 Q4	–	Sell	-408	Closed	-$26K	–	790
2018 Q3	$26K	Buy	+408	New	+$26.3K	﹤0.01%	733

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

Mount Yale Investment Advisors's WPC Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 3,298 shares — an estimated $215K sold.

Mount Yale Investment Advisors first reported a position in WPC in Q3 2018 and held it in 3 quarters. The position peaked at $215K in Q4 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Mount Yale Investment Advisors reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,298 W.P. Carey shares in Q1 2026, an estimated $215K.
Mount Yale Investment Advisors first reported a position in W.P. Carey in Q3 2018 and held it in 3 quarters.
Mount Yale Investment Advisors's W.P. Carey position peaked at $215K in Q4 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.