Salomon & Ludwin’s W.P. Carey WPC Stock Holding History

Salomon & Ludwin’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	$19.6K	Sell	280 -5	-2%	-$351	﹤0.01%	1095
2025 Q4	$18.3K	Buy	285 +1	+0.4%	+$67	﹤0.01%	976
2025 Q3	$19.7K	Buy	284 +43	+18%	+$2.81K	﹤0.01%	828
2025 Q2	$15.2K	Buy	241 +95	+65%	+$5.85K	﹤0.01%	427
2025 Q1	$9.21K	Hold	146	–	–	﹤0.01%	458
2024 Q4	$7.95K	Sell	146 -89	-38%	-$5.07K	﹤0.01%	469
2024 Q3	$14.6K	Buy	235 +71	+43%	+$4.21K	﹤0.01%	406
2024 Q2	$9.03K	Hold	164	–	–	﹤0.01%	456
2024 Q1	$9.26K	Buy	164 +77	+89%	+$4.61K	﹤0.01%	562
2023 Q4	$4.71K	Sell	87 -2	-2%	-$115	﹤0.01%	586
2023 Q3	$4.71K	Buy	+89	New	+$5.7K	﹤0.01%	584
2020 Q2	–	Sell	-90	Closed	-$5K	–	225
2020 Q1	$5K	Hold	90	–	–	﹤0.01%	200
2019 Q4	$7K	Hold	90	–	–	﹤0.01%	199
2019 Q3	$8K	Hold	90	–	–	﹤0.01%	178
2019 Q2	$7K	Buy	+90	New	+$7.13K	﹤0.01%	179

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

Salomon & Ludwin's WPC Position: Q1 2026 in Review

Salomon & Ludwin reduced its W.P. Carey (WPC) stake by 1.8% in Q1 2026, selling an estimated $351 and leaving 280 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Salomon & Ludwin first reported a position in WPC in Q2 2019 and has held it in 15 quarters since. The position peaked at $19.7K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Salomon & Ludwin held 280 shares of W.P. Carey worth $19.6K as of Q1 2026.
Salomon & Ludwin sold 5 W.P. Carey shares in Q1 2026, an estimated $351.
W.P. Carey made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1095 holding.
Salomon & Ludwin first reported a position in W.P. Carey in Q2 2019 and has held it in 15 quarters since.
Salomon & Ludwin's W.P. Carey position peaked at $19.7K in Q3 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.