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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
Q2 		$5.7M Buy
79,783
+14,108
+21% +$1.03M 0.24% 93
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

New Age Alpha Advisors's WPC Position: Q2 2026 in Review

New Age Alpha Advisors increased its W.P. Carey (WPC) stake by 21% in Q2 2026, buying an estimated $1.03M and bringing the position to 79,783 shares worth $5.7M. The position accounts for 0.24% of the portfolio, ranked #93.

New Age Alpha Advisors first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • New Age Alpha Advisors held 79,783 shares of W.P. Carey worth $5.7M as of Q2 2026.
  • New Age Alpha Advisors bought 14,108 W.P. Carey shares in Q2 2026, an estimated $1.03M.
  • W.P. Carey made up 0.24% of New Age Alpha Advisors's portfolio in Q2 2026, its #93 holding.
  • New Age Alpha Advisors first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.