RFP
WPC icon

Root Financial Partners’s W.P. Carey WPC Stock Holding History

Root Financial Partners’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 		$18.5K Sell
272
-4,501
-94% -$316K ﹤0.01% 1359
2025
Q4 		$307K Buy
4,773
+11
+0.2% +$733 0.02% 224
2025
Q3 		$322K Buy
+4,762
New +$312K 0.02% 205

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

Root Financial Partners's WPC Position: Q1 2026 in Review

Root Financial Partners reduced its W.P. Carey (WPC) stake by 94% in Q1 2026, selling an estimated $316K and leaving 272 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Root Financial Partners first reported a position in WPC in Q3 2025 and has held it in 3 quarters since. The position peaked at $322K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Root Financial Partners held 272 shares of W.P. Carey worth $18.5K as of Q1 2026.
  • Root Financial Partners sold 4,501 W.P. Carey shares in Q1 2026, an estimated $316K.
  • W.P. Carey made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1359 holding.
  • Root Financial Partners first reported a position in W.P. Carey in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's W.P. Carey position peaked at $322K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.