My Portfolio Guide’s W.P. Carey WPC Stock Holding History

My Portfolio Guide’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	$511K	Buy	+7,515	New	+$527K	0.28%	29

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

My Portfolio Guide's WPC Position: Q1 2026 in Review

My Portfolio Guide opened a new position in W.P. Carey (WPC) in Q1 2026: 7,515 shares worth $511K. The stake represents 0.28% of the portfolio and ranks #29 among its holdings.

868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

My Portfolio Guide held 7,515 shares of W.P. Carey worth $511K as of Q1 2026.
W.P. Carey was a new My Portfolio Guide position in Q1 2026.
W.P. Carey made up 0.28% of My Portfolio Guide's portfolio in Q1 2026, its #29 holding.
868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on My Portfolio Guide's 13F filing for Q1 2026, filed 6 May 2026.