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New Age Alpha Advisors’s W.P. Carey WPC Stock Holding History

New Age Alpha 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 		$4.46M Buy
65,675
+932
+1% +$65.4K 0.21% 140
2025
Q4 		$4.17M Buy
64,743
+19,887
+44% +$1.32M 0.18% 158
2025
Q3 		$3.03M Sell
44,856
-1,527
-3% -$100K 0.13% 223
2025
Q2 		$2.89M Sell
46,383
-29,965
-39% -$1.85M 0.13% 237
2025
Q1 		$4.82M Buy
76,348
+14,702
+24% +$870K 0.22% 131
2024
Q4 		$3.36M Buy
+61,646
New +$3.51M 0.14% 215

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

New Age Alpha Advisors's WPC Position: Q1 2026 in Review

New Age Alpha Advisors increased its W.P. Carey (WPC) stake by 1.4% in Q1 2026, buying an estimated $65.4K and bringing the position to 65,675 shares worth $4.46M. The position accounts for 0.21% of the portfolio, ranked #140.

New Age Alpha Advisors first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.82M in Q1 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • New Age Alpha Advisors held 65,675 shares of W.P. Carey worth $4.46M as of Q1 2026.
  • New Age Alpha Advisors bought 932 W.P. Carey shares in Q1 2026, an estimated $65.4K.
  • W.P. Carey made up 0.21% of New Age Alpha Advisors's portfolio in Q1 2026, its #140 holding.
  • New Age Alpha Advisors first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's W.P. Carey position peaked at $4.82M in Q1 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.