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Pasadena Private Wealth’s W.P. Carey WPC Stock Holding History

Pasadena Private 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 		$878K Buy
12,926
+41
+0.3% +$2.88K 0.12% 93
2025
Q4 		$829K Buy
+12,885
New +$858K 0.11% 88

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

Pasadena Private Wealth's WPC Position: Q1 2026 in Review

Pasadena Private Wealth increased its W.P. Carey (WPC) stake by 0.32% in Q1 2026, buying an estimated $2.88K and bringing the position to 12,926 shares worth $878K. The position accounts for 0.12% of the portfolio, ranked #93.

Pasadena Private Wealth first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Pasadena Private Wealth held 12,926 shares of W.P. Carey worth $878K as of Q1 2026.
  • Pasadena Private Wealth bought 41 W.P. Carey shares in Q1 2026, an estimated $2.88K.
  • W.P. Carey made up 0.12% of Pasadena Private Wealth's portfolio in Q1 2026, its #93 holding.
  • Pasadena Private Wealth first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.