NewEdge Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $572K | Sell |
8,413
-659
| -7% | -$46.2K | ﹤0.01% | 1877 |
|
|
2025
Q4 | $584K | Buy |
9,072
+1,298
| +17% | +$86.4K | ﹤0.01% | 1861 |
|
|
2025
Q3 | $525K | Buy |
7,774
+1,631
| +27% | +$107K | ﹤0.01% | 1776 |
|
|
2025
Q2 | $383K | Sell |
6,143
-1,061
| -15% | -$65.3K | ﹤0.01% | 1860 |
|
|
2025
Q1 | $455K | Sell |
7,204
-992
| -12% | -$58.7K | ﹤0.01% | 1633 |
|
|
2024
Q4 | $447K | Buy |
8,196
+485
| +6% | +$27.6K | ﹤0.01% | 1627 |
|
|
2024
Q3 | $480K | Sell |
7,711
-1,683
| -18% | -$99.8K | ﹤0.01% | 1505 |
|
|
2024
Q2 | $517K | Buy |
9,394
+125
| +1% | +$7.04K | ﹤0.01% | 1406 |
|
|
2024
Q1 | $523K | Sell |
9,269
-34
| -0.4% | -$2.04K | ﹤0.01% | 1321 |
|
|
2023
Q4 | $604K | Buy |
9,303
+539
| +6% | +$31.1K | 0.01% | 1188 |
|
|
2023
Q3 | $464K | Buy |
8,764
+1,334
| +18% | +$85.5K | 0.01% | 1212 |
|
|
2023
Q2 | $492K | Sell |
7,430
-6,385
| -46% | -$444K | 0.01% | 1199 |
|
|
2023
Q1 | $1.03M | Sell |
13,815
-858
| -6% | -$68.4K | 0.01% | 768 |
|
|
2022
Q4 | $618K | Buy |
14,673
+6,137
| +72% | +$461K | 0.02% | 695 |
|
|
2022
Q3 | $583K | Sell |
8,536
-5,311
| -38% | -$435K | 0.01% | 894 |
|
|
2022
Q2 | $1.12M | Buy |
+13,847
| New | +$1.12M | 0.02% | 626 |
|
|
2022
Q1 | – | Sell |
-9,584
| Closed | -$770K | – | 1660 |
|
|
2021
Q4 | $770K | Buy |
+9,584
| New | +$734K | 0.01% | 864 |
|
|
2020
Q2 | – | Sell |
-4,868
| Closed | -$277K | – | 945 |
|
|
2020
Q1 | $277K | Buy |
4,868
+1,469
| +43% | +$111K | 0.01% | 621 |
|
|
2019
Q4 | $266K | Sell |
3,399
-1,255
| -27% | -$105K | 0.01% | 693 |
|
|
2019
Q3 | $415K | Buy |
+4,654
| New | +$397K | 0.02% | 556 |
|
|
2018
Q4 | – | Sell |
-3,261
| Closed | -$205K | – | 722 |
|
|
2018
Q3 | $205K | Sell |
3,261
-817
| -20% | -$52.6K | 0.02% | 611 |
|
|
2018
Q2 | $262 | Sell |
4,078
-6,908
| -63% | -$438K | 0.02% | 444 |
|
|
2018
Q1 | $659K | Buy |
10,986
+1,745
| +19% | +$107K | 0.08% | 236 |
|
|
2017
Q4 | $613K | Buy |
9,241
+425
| +5% | +$29.1K | 0.08% | 211 |
|
|
2017
Q3 | $590K | Buy |
8,816
+249
| +3% | +$16.6K | 0.09% | 196 |
|
|
2017
Q2 | $551K | Buy |
8,567
+2,047
| +31% | +$129K | 0.09% | 185 |
|
|
2017
Q1 | $397K | Buy |
6,520
+865
| +15% | +$52.5K | 0.09% | 175 |
|
|
2016
Q4 | $335K | Buy |
+5,655
| New | +$331K | 0.09% | 180 |
|
Other funds holding WPC
VPM
VCM
NewEdge Advisors's WPC Position: Q1 2026 in Review
NewEdge Advisors reduced its W.P. Carey (WPC) stake by 7.3% in Q1 2026, selling an estimated $46.2K and leaving 8,413 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.
NewEdge Advisors first reported a position in WPC in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.12M in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- NewEdge Advisors held 8,413 shares of W.P. Carey worth $572K as of Q1 2026.
- NewEdge Advisors sold 659 W.P. Carey shares in Q1 2026, an estimated $46.2K.
- W.P. Carey made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1877 holding.
- NewEdge Advisors first reported a position in W.P. Carey in Q4 2016 and has held it in 28 quarters since.
- NewEdge Advisors's W.P. Carey position peaked at $1.12M in Q2 2022.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.