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Naviter Wealth’s W.P. Carey WPC Stock Holding History

Naviter Wealth’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 		$1.24M Buy
17,965
+1,750
+11% +$123K 0.15% 139
2025
Q4 		$1.06M Sell
16,215
-1,448
-8% -$96.4K 0.14% 151
2025
Q3 		$1.21M Buy
17,663
+127
+0.7% +$8.31K 0.14% 153
2025
Q2 		$1.11M Buy
17,536
+1,543
+10% +$95K 0.14% 159
2025
Q1 		$1M Buy
15,993
+159
+1% +$9.41K 0.12% 173
2024
Q4 		$877K Sell
15,834
-6,487
-29% -$370K 0.11% 179
2024
Q3 		$1.41M Buy
22,321
+3,079
+16% +$183K 0.2% 138
2024
Q2 		$1.08M Buy
19,242
+1,126
+6% +$63.5K 0.16% 150
2024
Q1 		$1.04M Buy
18,116
+2,691
+17% +$161K 0.17% 153
2023
Q4 		$1.01M Buy
15,425
+1,465
+10% +$84.4K 0.2% 131
2023
Q3 		$754K Buy
13,960
+3,589
+35% +$230K 0.18% 136
2023
Q2 		$697K Buy
10,371
+944
+10% +$65.6K 0.18% 141
2023
Q1 		$725K Buy
9,427
+2,515
+36% +$200K 0.25% 112
2022
Q4 		$574K Buy
6,912
+1,651
+31% +$124K 0.16% 140
2022
Q3 		$365K Buy
+5,261
New +$431K 0.15% 149

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

Naviter Wealth's WPC Position: Q1 2026 in Review

Naviter Wealth increased its W.P. Carey (WPC) stake by 11% in Q1 2026, buying an estimated $123K and bringing the position to 17,965 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #139.

Naviter Wealth first reported a position in WPC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Naviter Wealth held 17,965 shares of W.P. Carey worth $1.24M as of Q1 2026.
  • Naviter Wealth bought 1,750 W.P. Carey shares in Q1 2026, an estimated $123K.
  • W.P. Carey made up 0.15% of Naviter Wealth's portfolio in Q1 2026, its #139 holding.
  • Naviter Wealth first reported a position in W.P. Carey in Q3 2022 and has held it in 15 quarters since.
  • Naviter Wealth's W.P. Carey position peaked at $1.41M in Q3 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.