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

Private Wealth Management Group’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	$8.84K	Hold	130	–	–	﹤0.01%	563
2025 Q4	$8.37K	Hold	130	–	–	﹤0.01%	572
2025 Q3	$8.79K	Hold	130	–	–	﹤0.01%	557
2025 Q2	$8.11K	Hold	130	–	–	﹤0.01%	564
2025 Q1	$8.21K	Hold	130	–	–	﹤0.01%	537
2024 Q4	$7.08K	Sell	130 -59	-31%	-$3.36K	﹤0.01%	605
2024 Q3	$11.8K	Hold	189	–	–	﹤0.01%	413
2024 Q2	$10.4K	Buy	189 +170	+895%	+$9.58K	﹤0.01%	432
2024 Q1	$1.07K	Sell	19 -12	-39%	-$718	﹤0.01%	1239
2023 Q4	$2.01K	Buy	+31	New	+$1.79K	﹤0.01%	980

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

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

Private Wealth Management Group held its W.P. Carey (WPC) position steady in Q1 2026 at 130 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Private Wealth Management Group first reported a position in WPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.8K in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Private Wealth Management Group held 130 shares of W.P. Carey worth $8.84K as of Q1 2026.
Private Wealth Management Group left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #563 holding.
Private Wealth Management Group first reported a position in W.P. Carey in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's W.P. Carey position peaked at $11.8K in Q3 2024.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.