Navalign LLC’s W.P. Carey WPC Stock Holding History

Navalign LLC’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	-947	Closed	-$60.9K	–	480
2025 Q4	$60.9K	Buy	+947	New	+$63.1K	0.02%	185

Other funds holding WPC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Navalign LLC's WPC Position: Q1 2026 in Review

Navalign LLC sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 947 shares — an estimated $60.9K sold.

Navalign LLC first reported a position in WPC in Q4 2025 and held it in 1 quarter. The position peaked at $60.9K in Q4 2025. 867 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Navalign LLC reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 947 W.P. Carey shares in Q1 2026, an estimated $60.9K.
Navalign LLC first reported a position in W.P. Carey in Q4 2025 and held it in 1 quarter.
Navalign LLC's W.P. Carey position peaked at $60.9K in Q4 2025.
867 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.