Paladin Advisory Group’s W.P. Carey WPC Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-611	Closed	-$46.7K	–	517
2022 Q4	$46.7K	Hold	611	–	–	0.04%	159
2022 Q3	$41K	Hold	611	–	–	0.04%	164
2022 Q2	$49K	Buy	+611	New	+$49.3K	0.04%	162
2022 Q1	–	Sell	-611	Closed	-$49K	–	536
2021 Q4	$49K	Buy	+611	New	+$46.8K	0.04%	174

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Paladin Advisory Group's WPC Position: Q1 2026 in Review

Paladin Advisory Group held its W.P. Carey (WPC) position steady in Q1 2026 at 220 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #195.

Paladin Advisory Group first reported a position in WPC in Q1 2022 and has held it in 14 quarters since. The position peaked at $48K in Q1 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Paladin Advisory Group held 220 shares of W.P. Carey worth $15K as of Q1 2026.
Paladin Advisory Group left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.01% of Paladin Advisory Group's portfolio in Q1 2026, its #195 holding.
Paladin Advisory Group first reported a position in W.P. Carey in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's W.P. Carey position peaked at $48K in Q1 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.