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OneDigital Investment Advisors’s W.P. Carey WPC Stock Holding History

OneDigital Investment 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 		$283K Sell
4,169
-716
-15% -$50.2K ﹤0.01% 1215
2025
Q4 		$314K Sell
4,885
-86
-2% -$5.73K ﹤0.01% 1182
2025
Q3 		$336K Sell
4,971
-116
-2% -$7.59K ﹤0.01% 1118
2025
Q2 		$317K Sell
5,087
-1,462
-22% -$90K ﹤0.01% 1132
2025
Q1 		$413K Sell
6,549
-1,303
-17% -$77.1K ﹤0.01% 933
2024
Q4 		$428K Sell
7,852
-79
-1% -$4.5K 0.01% 951
2024
Q3 		$494K Sell
7,931
-117
-1% -$6.93K 0.01% 944
2024
Q2 		$443K Sell
8,048
-226
-3% -$12.7K 0.01% 955
2024
Q1 		$467K Sell
8,274
-113
-1% -$6.76K 0.01% 759
2023
Q4 		$544K Buy
8,387
+781
+10% +$45K 0.01% 683
2023
Q3 		$403K Sell
7,606
-206
-3% -$13.2K 0.01% 712
2023
Q2 		$517K Buy
7,812
+140
+2% +$9.73K 0.01% 629
2023
Q1 		$582K Buy
7,672
+634
+9% +$50.5K 0.01% 564
2022
Q4 		$539K Sell
7,038
-1,316
-16% -$98.8K 0.02% 499
2022
Q3 		$571K Buy
8,354
+2,600
+45% +$213K 0.02% 426
2022
Q2 		$467K Buy
5,754
+1,461
+34% +$118K 0.02% 437
2022
Q1 		$340K Sell
4,293
-42
-1% -$3.22K 0.01% 563
2021
Q4 		$348K Sell
4,335
-1,845
-30% -$141K 0.01% 553
2021
Q3 		$442K Buy
6,180
+1,826
+42% +$139K 0.02% 451
2021
Q2 		$318K Sell
4,354
-414
-9% -$30.3K 0.01% 538
2021
Q1 		$330K Sell
4,768
-687
-13% -$46.1K 0.02% 490
2020
Q4 		$377K Sell
5,455
-657
-11% -$43.9K 0.02% 418
2020
Q3 		$390K Buy
6,112
+1,360
+29% +$91.6K 0.03% 360
2020
Q2 		$315K Buy
4,752
+509
+12% +$31.6K 0.02% 431
2020
Q1 		$241K Buy
+4,243
New +$322K 0.02% 424
2019
Q1 		– Sell
-3,843
Closed -$246K – 1202
2018
Q4 		$246K Buy
+3,843
New +$250K 0.04% 231
2018
Q3 		– Sell
-327
Closed -$21K – 1278
2018
Q2 		$21K Hold
327
– – ﹤0.01% 794
2018
Q1 		$20K Buy
+327
New +$20.1K ﹤0.01% 825

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

OneDigital Investment Advisors's WPC Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its W.P. Carey (WPC) stake by 15% in Q1 2026, selling an estimated $50.2K and leaving 4,169 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

OneDigital Investment Advisors first reported a position in WPC in Q1 2018 and has held it in 28 quarters since. The position peaked at $582K in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • OneDigital Investment Advisors held 4,169 shares of W.P. Carey worth $283K as of Q1 2026.
  • OneDigital Investment Advisors sold 716 W.P. Carey shares in Q1 2026, an estimated $50.2K.
  • W.P. Carey made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1215 holding.
  • OneDigital Investment Advisors first reported a position in W.P. Carey in Q1 2018 and has held it in 28 quarters since.
  • OneDigital Investment Advisors's W.P. Carey position peaked at $582K in Q1 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.