Pinnacle Wealth Planning Services’s W.P. Carey WPC Stock Holding History

Pinnacle Wealth Planning Services’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	$150K	Sell	2,203 -43	-2%	-$3.02K	0.02%	588
2025 Q4	$145K	Buy	+2,246	New	+$150K	0.02%	610
2022 Q3	–	Sell	-2,827	Closed	-$229K	–	452
2022 Q2	$229K	Buy	2,827 +286	+11%	+$23.1K	0.04%	309
2022 Q1	$201K	Sell	2,541 -21	-0.8%	-$1.61K	0.04%	375
2021 Q4	$206K	Buy	+2,562	New	+$196K	0.04%	362
2021 Q1	–	Sell	-2,490	Closed	-$173K	–	1957
2020 Q4	$173K	Buy	+2,490	New	+$166K	0.04%	315

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

Pinnacle Wealth Planning Services's WPC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its W.P. Carey (WPC) stake by 1.9% in Q1 2026, selling an estimated $3.02K and leaving 2,203 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #588.

Pinnacle Wealth Planning Services first reported a position in WPC in Q4 2020 and has held it in 6 quarters since. The position peaked at $229K in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Pinnacle Wealth Planning Services held 2,203 shares of W.P. Carey worth $150K as of Q1 2026.
Pinnacle Wealth Planning Services sold 43 W.P. Carey shares in Q1 2026, an estimated $3.02K.
W.P. Carey made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #588 holding.
Pinnacle Wealth Planning Services first reported a position in W.P. Carey in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's W.P. Carey position peaked at $229K in Q2 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.