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

Prime Capital 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 		$392K Buy
5,768
+322
+6% +$22.6K ﹤0.01% 745
2025
Q4 		$350K Sell
5,446
-129
-2% -$8.59K ﹤0.01% 763
2025
Q3 		$377K Sell
5,575
-145
-3% -$9.49K ﹤0.01% 729
2025
Q2 		$357K Sell
5,720
-578
-9% -$35.6K ﹤0.01% 712
2025
Q1 		$397K Buy
6,298
+1,051
+20% +$62.2K ﹤0.01% 739
2024
Q4 		$286K Sell
5,247
-162
-3% -$9.23K ﹤0.01% 747
2024
Q3 		$337K Sell
5,409
-338
-6% -$20K ﹤0.01% 693
2024
Q2 		$316K Sell
5,747
-75
-1% -$4.23K ﹤0.01% 709
2024
Q1 		$329K Sell
5,822
-404
-6% -$24.2K ﹤0.01% 750
2023
Q4 		$403K Buy
6,226
+669
+12% +$38.5K 0.01% 637
2023
Q3 		$294K Buy
5,557
+54
+1% +$3.46K 0.01% 589
2023
Q2 		$364K Buy
5,503
+1,301
+31% +$90.4K 0.01% 550
2023
Q1 		$319K Sell
4,202
-710
-14% -$56.6K 0.01% 423
2022
Q4 		$376K Buy
4,912
+745
+18% +$56K 0.01% 376
2022
Q3 		$285K Buy
+4,167
New +$341K 0.02% 317
2018
Q2 		– Sell
-847
Closed -$51K – 377
2018
Q1 		$51K Hold
847
– – 0.04% 160
2017
Q4 		$57K Buy
+847
New +$58K 0.04% 159

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

Prime Capital Investment Advisors's WPC Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its W.P. Carey (WPC) stake by 5.9% in Q1 2026, buying an estimated $22.6K and bringing the position to 5,768 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Prime Capital Investment Advisors first reported a position in WPC in Q4 2017 and has held it in 17 quarters since. The position peaked at $403K in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Prime Capital Investment Advisors held 5,768 shares of W.P. Carey worth $392K as of Q1 2026.
  • Prime Capital Investment Advisors bought 322 W.P. Carey shares in Q1 2026, an estimated $22.6K.
  • W.P. Carey made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #745 holding.
  • Prime Capital Investment Advisors first reported a position in W.P. Carey in Q4 2017 and has held it in 17 quarters since.
  • Prime Capital Investment Advisors's W.P. Carey position peaked at $403K in Q4 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.