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Peddock Capital Advisors’s W.P. Carey WPC Stock Holding History

Peddock Capital 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 		$432K Hold
6,356
– – 0.1% 115
2025
Q4 		$409K Sell
6,356
-350
-5% -$23.3K 0.09% 116
2025
Q3 		$453K Hold
6,706
– – 0.1% 117
2025
Q2 		$418K Hold
6,706
– – 0.1% 116
2025
Q1 		$423K Sell
6,706
-1,005
-13% -$59.5K 0.11% 109
2024
Q4 		$420K Sell
7,711
-1,066
-12% -$60.7K 0.1% 113
2024
Q3 		$547K Buy
8,777
+6
+0.1% +$356 0.13% 104
2024
Q2 		$483K Sell
8,771
-2,303
-21% -$130K 0.12% 104
2024
Q1 		$625K Sell
11,074
-89
-0.8% -$5.33K 0.16% 94
2023
Q4 		$723K Sell
11,163
-496
-4% -$28.6K 0.22% 88
2023
Q3 		$618K Sell
11,659
-42
-0.4% -$2.69K 0.21% 87
2023
Q2 		$774K Buy
11,701
+452
+4% +$31.4K 0.25% 79
2023
Q1 		$853K Buy
11,249
+1,261
+13% +$100K 0.3% 76
2022
Q4 		$765K Buy
9,988
+1,676
+20% +$126K 0.3% 77
2022
Q3 		$568K Buy
8,312
+807
+11% +$66.1K 0.23% 92
2022
Q2 		$609K Buy
7,505
+304
+4% +$24.5K 0.24% 93
2022
Q1 		$570K Buy
+7,201
New +$552K 0.18% 113

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

Peddock Capital Advisors's WPC Position: Q1 2026 in Review

Peddock Capital Advisors held its W.P. Carey (WPC) position steady in Q1 2026 at 6,356 shares worth $432K. The position accounts for 0.1% of the portfolio, ranked #115.

Peddock Capital Advisors first reported a position in WPC in Q1 2022 and has held it in 17 quarters since. The position peaked at $853K in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Peddock Capital Advisors held 6,356 shares of W.P. Carey worth $432K as of Q1 2026.
  • Peddock Capital Advisors left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up 0.1% of Peddock Capital Advisors's portfolio in Q1 2026, its #115 holding.
  • Peddock Capital Advisors first reported a position in W.P. Carey in Q1 2022 and has held it in 17 quarters since.
  • Peddock Capital Advisors's W.P. Carey position peaked at $853K in Q1 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.