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Roble Belko & Company’s W.P. Carey WPC Stock Holding History

Roble Belko & Company’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 		– Sell
-476
Closed -$31K – 521
2025
Q4 		$31K Buy
+476
New +$31.7K ﹤0.01% 239
2023
Q1 		– Sell
-571
Closed -$44K – 336
2022
Q4 		$44K Hold
571
– – 0.01% 160
2022
Q3 		$39K Buy
+571
New +$46.7K 0.01% 164
2017
Q3 		– Sell
-32
Closed -$2K – 312
2017
Q2 		$2K Buy
+32
New +$2.02K ﹤0.01% 273

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Roble Belko & Company's WPC Position: Q1 2026 in Review

Roble Belko & Company sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 476 shares — an estimated $31K sold.

Roble Belko & Company first reported a position in WPC in Q2 2017 and held it in 4 quarters. The position peaked at $44K in Q4 2022. 868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Roble Belko & Company reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
  • Roble Belko & Company sold 476 W.P. Carey shares in Q1 2026, an estimated $31K.
  • Roble Belko & Company first reported a position in W.P. Carey in Q2 2017 and held it in 4 quarters.
  • Roble Belko & Company's W.P. Carey position peaked at $44K in Q4 2022.
  • 868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.