Romano Brothers & Co’s W.P. Carey WPC Stock Holding History

Romano Brothers & Co’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	$3.32M	Sell	48,835 -75	-0.2%	-$5.26K	0.38%	79
2025 Q4	$3.15M	Sell	48,910 -1,325	-3%	-$88.2K	0.36%	81
2025 Q3	$3.39M	Sell	50,235 -1,700	-3%	-$111K	0.39%	74
2025 Q2	$3.24M	Buy	51,935 +1,975	+4%	+$122K	0.4%	72
2025 Q1	$3.15M	Sell	49,960 -885	-2%	-$52.4K	0.41%	72
2024 Q4	$2.77M	Sell	50,845 -175	-0.3%	-$9.97K	0.35%	85
2024 Q3	$3.18M	Buy	51,020 +530	+1%	+$31.4K	0.4%	80
2024 Q2	$2.78M	Sell	50,490 -2,230	-4%	-$126K	0.38%	80
2024 Q1	$2.98M	Sell	52,720 -1,895	-3%	-$113K	0.41%	80
2023 Q4	$3.54M	Sell	54,615 -1,708	-3%	-$98.4K	0.53%	59
2023 Q3	$2.98M	Buy	56,323 +791	+1%	+$50.7K	0.46%	67
2023 Q2	$3.67M	Sell	55,532 -1,527	-3%	-$106K	0.55%	58
2023 Q1	$4.33M	Sell	57,059 -2,144	-4%	-$171K	0.67%	46
2022 Q4	$4.53M	Buy	59,203 +741	+1%	+$55.7K	0.69%	43
2022 Q3	$4M	Buy	+58,462	New	+$4.79M	0.64%	47

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

Romano Brothers & Co's WPC Position: Q1 2026 in Review

Romano Brothers & Co reduced its W.P. Carey (WPC) stake by 0.15% in Q1 2026, selling an estimated $5.26K and leaving 48,835 shares worth $3.32M. The position accounts for 0.38% of the portfolio, ranked #79.

Romano Brothers & Co first reported a position in WPC in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.53M in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Romano Brothers & Co held 48,835 shares of W.P. Carey worth $3.32M as of Q1 2026.
Romano Brothers & Co sold 75 W.P. Carey shares in Q1 2026, an estimated $5.26K.
W.P. Carey made up 0.38% of Romano Brothers & Co's portfolio in Q1 2026, its #79 holding.
Romano Brothers & Co first reported a position in W.P. Carey in Q3 2022 and has held it in 15 quarters since.
Romano Brothers & Co's W.P. Carey position peaked at $4.53M in Q4 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Romano Brothers & Co's 13F filing for Q1 2026, filed 22 Apr 2026.