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

Perennial 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 		$252K Sell
3,713
-1,613
-30% -$113K 0.02% 433
2025
Q4 		$343K Buy
5,326
+37
+0.7% +$2.46K 0.03% 347
2025
Q3 		$357K Sell
5,289
-74
-1% -$4.84K 0.03% 325
2025
Q2 		$335K Sell
5,363
-56
-1% -$3.45K 0.03% 324
2025
Q1 		$342K Sell
5,419
-223
-4% -$13.2K 0.04% 295
2024
Q4 		$307K Sell
5,642
-1,217
-18% -$69.3K 0.04% 290
2024
Q3 		$427K Sell
6,859
-697
-9% -$41.3K 0.06% 234
2024
Q2 		$416K Buy
7,556
+741
+11% +$41.8K 0.06% 224
2024
Q1 		$385K Buy
6,815
+530
+8% +$31.7K 0.06% 217
2023
Q4 		$407K Buy
6,285
+349
+6% +$20.1K 0.07% 194
2023
Q3 		$314K Buy
5,936
+1,706
+40% +$109K 0.06% 235
2023
Q2 		$280K Buy
4,230
+408
+11% +$28.4K 0.05% 259
2023
Q1 		$290K Buy
3,822
+271
+8% +$21.6K 0.05% 241
2022
Q4 		$272K Buy
3,551
+320
+10% +$24K 0.11% 158
2022
Q3 		$221K Buy
+3,231
New +$264K 0.1% 169
2020
Q2 		– Sell
-3,755
Closed -$214K – 141
2020
Q1 		$214K Buy
3,755
+986
+36% +$74.8K 0.19% 106
2019
Q4 		$217K Buy
+2,769
New +$232K 0.17% 119

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

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

Perennial Investment Advisors reduced its W.P. Carey (WPC) stake by 30% in Q1 2026, selling an estimated $113K and leaving 3,713 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #433.

Perennial Investment Advisors first reported a position in WPC in Q4 2019 and has held it in 17 quarters since. The position peaked at $427K in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Perennial Investment Advisors held 3,713 shares of W.P. Carey worth $252K as of Q1 2026.
  • Perennial Investment Advisors sold 1,613 W.P. Carey shares in Q1 2026, an estimated $113K.
  • W.P. Carey made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #433 holding.
  • Perennial Investment Advisors first reported a position in W.P. Carey in Q4 2019 and has held it in 17 quarters since.
  • Perennial Investment Advisors's W.P. Carey position peaked at $427K in Q3 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.