QWM
WPC icon

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

Quaker 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 		$544 Hold
8
– – ﹤0.01% 683
2025
Q4 		$515 Hold
8
– – ﹤0.01% 682
2025
Q3 		$541 Hold
8
– – ﹤0.01% 584
2025
Q2 		$500 Buy
+8
New +$493 ﹤0.01% 616

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

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

Quaker Wealth Management held its W.P. Carey (WPC) position steady in Q1 2026 at 8 shares worth $544. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Quaker Wealth Management first reported a position in WPC in Q2 2025 and has held it in 4 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Quaker Wealth Management held 8 shares of W.P. Carey worth $544 as of Q1 2026.
  • Quaker Wealth Management left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #683 holding.
  • Quaker Wealth Management first reported a position in W.P. Carey in Q2 2025 and has held it in 4 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.