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Robbins Farley’s W.P. Carey WPC Stock Holding History

Robbins Farley’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 		$23.4K Hold
345
– – 0.01% 95
2025
Q4 		$22.2K Hold
345
– – 0.01% 97
2025
Q3 		$23.3K Hold
345
– – 0.01% 103
2025
Q2 		$21.5K Hold
345
– – 0.01% 101
2025
Q1 		$21.8K Hold
345
– – 0.01% 93
2024
Q4 		$18.8K Hold
345
– – 0.01% 100
2024
Q3 		$21.5K Hold
345
– – 0.01% 93
2024
Q2 		$19K Hold
345
– – 0.01% 94
2024
Q1 		$19.5K Hold
345
– – 0.01% 94
2023
Q4 		$22.4K Sell
345
-7
-2% -$403 0.01% 93
2023
Q3 		$18.7K Buy
+352
New +$22.5K 0.01% 100
2023
Q2 		– Sell
-352
Closed -$26.7K – 201
2023
Q1 		$26.7K Buy
+352
New +$28K 0.02% 90

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

Robbins Farley's WPC Position: Q1 2026 in Review

Robbins Farley held its W.P. Carey (WPC) position steady in Q1 2026 at 345 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #95.

Robbins Farley first reported a position in WPC in Q1 2023 and has held it in 12 quarters since. The position peaked at $26.7K in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Robbins Farley held 345 shares of W.P. Carey worth $23.4K as of Q1 2026.
  • Robbins Farley left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up 0.01% of Robbins Farley's portfolio in Q1 2026, its #95 holding.
  • Robbins Farley first reported a position in W.P. Carey in Q1 2023 and has held it in 12 quarters since.
  • Robbins Farley's W.P. Carey position peaked at $26.7K in Q1 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Robbins Farley's 13F filing for Q1 2026, filed 17 Apr 2026.