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

NewEdge 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 		$1.28M Buy
18,794
+3,182
+20% +$223K 0.02% 555
2025
Q4 		$1M Buy
15,612
+1,642
+12% +$109K 0.01% 633
2025
Q3 		$929K Buy
13,970
+9,011
+182% +$590K 0.01% 587
2025
Q2 		$326K Sell
4,959
-880
-15% -$54.2K 0.01% 808
2025
Q1 		$368K Buy
5,839
+31
+0.5% +$1.83K 0.01% 724
2024
Q4 		$316K Sell
5,808
-1,035
-15% -$59K 0.01% 748
2024
Q3 		$426K Buy
6,843
+251
+4% +$14.9K 0.01% 653
2024
Q2 		$363K Buy
6,592
+923
+16% +$52K 0.01% 611
2024
Q1 		$317K Buy
5,669
+114
+2% +$6.82K 0.01% 649
2023
Q4 		$360K Buy
5,555
+3
+0.1% +$173 0.01% 578
2023
Q3 		$294K Buy
5,552
+13
+0.2% +$833 0.01% 550
2023
Q2 		$367K Sell
5,539
-34
-0.6% -$2.36K 0.01% 511
2023
Q1 		$423K Buy
5,573
+58
+1% +$4.62K 0.02% 440
2022
Q4 		$422K Buy
5,515
+2,022
+58% +$152K 0.02% 395
2022
Q3 		$239K Buy
+3,493
New +$286K 0.01% 467

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

NewEdge Wealth's WPC Position: Q1 2026 in Review

NewEdge Wealth increased its W.P. Carey (WPC) stake by 20% in Q1 2026, buying an estimated $223K and bringing the position to 18,794 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #555.

NewEdge Wealth first reported a position in WPC in Q3 2022 and has held it in 15 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • NewEdge Wealth held 18,794 shares of W.P. Carey worth $1.28M as of Q1 2026.
  • NewEdge Wealth bought 3,182 W.P. Carey shares in Q1 2026, an estimated $223K.
  • W.P. Carey made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #555 holding.
  • NewEdge Wealth first reported a position in W.P. Carey in Q3 2022 and has held it in 15 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.