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

Private Wealth Asset Management’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 		– Sell
-3
Closed -$193 – 1144
2025
Q4 		$193 Hold
3
– – ﹤0.01% 1007
2025
Q3 		$203 Hold
3
– – ﹤0.01% 992
2025
Q2 		$187 Sell
3
-16
-84% -$985 ﹤0.01% 992
2025
Q1 		$1.2K Buy
+19
New +$1.13K ﹤0.01% 849

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

Private Wealth Asset Management's WPC Position: Q1 2026 in Review

Private Wealth Asset Management sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 3 shares — an estimated $193 sold.

Private Wealth Asset Management first reported a position in WPC in Q1 2025 and held it in 4 quarters. The position peaked at $1.2K in Q1 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Private Wealth Asset Management reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 3 W.P. Carey shares in Q1 2026, an estimated $193.
  • Private Wealth Asset Management first reported a position in W.P. Carey in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's W.P. Carey position peaked at $1.2K in Q1 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.