Parallel 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 | $279K | Sell |
4,098
-68
| -2% | -$4.77K | 0.01% | 979 |
|
|
2025
Q4 | $268K | Buy |
4,166
+216
| +5% | +$14.4K | ﹤0.01% | 945 |
|
|
2025
Q3 | $267K | Buy |
3,950
+245
| +7% | +$16K | ﹤0.01% | 921 |
|
|
2025
Q2 | $231K | Sell |
3,705
-449
| -11% | -$27.6K | ﹤0.01% | 947 |
|
|
2025
Q1 | $262K | Buy |
4,154
+1,139
| +38% | +$67.4K | 0.01% | 839 |
|
|
2024
Q4 | $164K | Sell |
3,015
-199
| -6% | -$11.3K | ﹤0.01% | 1015 |
|
|
2024
Q3 | $200K | Buy |
3,214
+1,045
| +48% | +$61.9K | ﹤0.01% | 928 |
|
|
2024
Q2 | $119K | Sell |
2,169
-54
| -2% | -$3.04K | ﹤0.01% | 1099 |
|
|
2024
Q1 | $125K | Sell |
2,223
-83
| -4% | -$4.97K | ﹤0.01% | 1070 |
|
|
2023
Q4 | $149K | Sell |
2,306
-122
| -5% | -$7.03K | ﹤0.01% | 932 |
|
|
2023
Q3 | $129K | Buy |
2,428
+251
| +12% | +$16.1K | ﹤0.01% | 966 |
|
|
2023
Q2 | $144K | Buy |
2,177
+263
| +14% | +$18.3K | ﹤0.01% | 918 |
|
|
2023
Q1 | $145K | Buy |
1,914
+90
| +5% | +$7.17K | ﹤0.01% | 895 |
|
|
2022
Q4 | $140K | Sell |
1,824
-875
| -32% | -$65.7K | 0.01% | 861 |
|
|
2022
Q3 | $185K | Buy |
2,699
+611
| +29% | +$50K | 0.01% | 711 |
|
|
2022
Q2 | $169K | Sell |
2,088
-324
| -13% | -$26.1K | 0.01% | 749 |
|
|
2022
Q1 | $194K | Buy |
2,412
+293
| +14% | +$22.5K | 0.01% | 747 |
|
|
2021
Q4 | $170K | Sell |
2,119
-57
| -3% | -$4.36K | 0.01% | 801 |
|
|
2021
Q3 | $156K | Buy |
2,176
+421
| +24% | +$32K | 0.01% | 808 |
|
|
2021
Q2 | $128K | Buy |
1,755
+149
| +9% | +$10.9K | 0.01% | 857 |
|
|
2021
Q1 | $111K | Sell |
1,606
-8
| -0.5% | -$536 | 0.01% | 848 |
|
|
2020
Q4 | $112K | Buy |
1,614
+24
| +2% | +$1.6K | 0.01% | 772 |
|
|
2020
Q3 | $101K | Sell |
1,590
-321
| -17% | -$21.6K | 0.01% | 778 |
|
|
2020
Q2 | $126K | Sell |
1,911
-34
| -2% | -$2.11K | 0.01% | 679 |
|
|
2020
Q1 | $110K | Buy |
1,945
+32
| +2% | +$2.43K | 0.01% | 647 |
|
|
2019
Q4 | $150K | Buy |
1,913
+26
| +1% | +$2.18K | 0.01% | 607 |
|
|
2019
Q3 | $165K | Sell |
1,887
-511
| -21% | -$43.5K | 0.01% | 546 |
|
|
2019
Q2 | $191K | Sell |
2,398
-64
| -3% | -$5.07K | 0.02% | 458 |
|
|
2019
Q1 | $189K | Sell |
2,462
-247
| -9% | -$17.8K | 0.02% | 420 |
|
|
2018
Q4 | $173K | Buy |
2,709
+883
| +48% | +$57.5K | 0.02% | 393 |
|
|
2018
Q3 | $115K | Buy |
1,826
+708
| +63% | +$45.6K | 0.01% | 563 |
|
|
2018
Q2 | $72K | Buy |
1,118
+130
| +13% | +$8.24K | 0.01% | 625 |
|
|
2018
Q1 | $60K | Sell |
988
-233
| -19% | -$14.3K | 0.01% | 636 |
|
|
2017
Q4 | $82K | Hold |
1,221
| – | – | 0.01% | 548 |
|
|
2017
Q3 | $86K | Hold |
1,221
| – | – | 0.01% | 520 |
|
|
2017
Q2 | $82K | Hold |
1,221
| – | – | 0.02% | 539 |
|
|
2017
Q1 | $74K | Buy |
1,221
+147
| +14% | +$8.92K | 0.01% | 541 |
|
|
2016
Q4 | $62K | Buy |
+1,074
| New | +$62.8K | 0.01% | 525 |
|
Other funds holding WPC
VPM
VCM
Parallel Advisors's WPC Position: Q1 2026 in Review
Parallel Advisors reduced its W.P. Carey (WPC) stake by 1.6% in Q1 2026, selling an estimated $4.77K and leaving 4,098 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #979.
Parallel Advisors first reported a position in WPC in Q4 2016 and has held it in 38 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Parallel Advisors held 4,098 shares of W.P. Carey worth $279K as of Q1 2026.
- Parallel Advisors sold 68 W.P. Carey shares in Q1 2026, an estimated $4.77K.
- W.P. Carey made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #979 holding.
- Parallel Advisors first reported a position in W.P. Carey in Q4 2016 and has held it in 38 quarters since.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.