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REAP Financial Group’s W.P. Carey WPC Stock Holding History

REAP Financial 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 		$71.2K Buy
1,048
+209
+25% +$14.7K 0.01% 247
2025
Q4 		$54K Buy
839
+118
+16% +$7.86K 0.01% 288
2025
Q3 		$48.7K Buy
721
+61
+9% +$3.99K 0.01% 275
2025
Q2 		$41.2K Buy
660
+238
+56% +$14.7K 0.01% 284
2025
Q1 		$26.7K Buy
422
+138
+49% +$8.17K 0.01% 283
2024
Q4 		$15.5K Buy
284
+120
+73% +$6.84K ﹤0.01% 314
2024
Q3 		$10.2K Sell
164
-2
-1% -$119 ﹤0.01% 356
2024
Q2 		$9.15K Sell
166
-16
-9% -$902 ﹤0.01% 352
2024
Q1 		$10.3K Sell
182
-849
-82% -$50.8K ﹤0.01% 375
2023
Q4 		$66.8K Buy
+1,031
New +$59.4K 0.02% 239

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

REAP Financial Group's WPC Position: Q1 2026 in Review

REAP Financial Group increased its W.P. Carey (WPC) stake by 25% in Q1 2026, buying an estimated $14.7K and bringing the position to 1,048 shares worth $71.2K. The position accounts for 0.01% of the portfolio, ranked #247.

REAP Financial Group first reported a position in WPC in Q4 2023 and has held it in 10 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • REAP Financial Group held 1,048 shares of W.P. Carey worth $71.2K as of Q1 2026.
  • REAP Financial Group bought 209 W.P. Carey shares in Q1 2026, an estimated $14.7K.
  • W.P. Carey made up 0.01% of REAP Financial Group's portfolio in Q1 2026, its #247 holding.
  • REAP Financial Group first reported a position in W.P. Carey in Q4 2023 and has held it in 10 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.