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

Quadcap Wealth 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	$373K	Buy	5,487 +18	+0.3%	+$1.26K	0.04%	295
2025 Q4	$352K	Sell	5,469 -77	-1%	-$5.13K	0.04%	304
2025 Q3	$375K	Sell	5,546 -148	-3%	-$9.69K	0.04%	303
2025 Q2	$355K	Buy	5,694 +62	+1%	+$3.82K	0.05%	296
2025 Q1	$355K	Buy	5,632 +488	+9%	+$28.9K	0.05%	287
2024 Q4	$280K	Sell	5,144 -782	-13%	-$44.6K	0.04%	314
2024 Q3	$369K	Buy	5,926 +12	+0.2%	+$711	0.06%	283
2024 Q2	$326K	Sell	5,914 -103	-2%	-$5.8K	0.06%	297
2024 Q1	$340K	Sell	6,017 -828	-12%	-$49.6K	0.08%	255
2023 Q4	$444K	Buy	+6,845	New	+$394K	0.11%	219

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

Quadcap Wealth Management's WPC Position: Q1 2026 in Review

Quadcap Wealth Management increased its W.P. Carey (WPC) stake by 0.33% in Q1 2026, buying an estimated $1.26K and bringing the position to 5,487 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #295.

Quadcap Wealth Management first reported a position in WPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $444K in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Quadcap Wealth Management held 5,487 shares of W.P. Carey worth $373K as of Q1 2026.
Quadcap Wealth Management bought 18 W.P. Carey shares in Q1 2026, an estimated $1.26K.
W.P. Carey made up 0.04% of Quadcap Wealth Management's portfolio in Q1 2026, its #295 holding.
Quadcap Wealth Management first reported a position in W.P. Carey in Q4 2023 and has held it in 10 quarters since.
Quadcap Wealth Management's W.P. Carey position peaked at $444K in Q4 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.