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Samalin Investment Counsel’s W.P. Carey WPC Stock Holding History

Samalin Investment Counsel’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 		$1.15M Buy
16,871
+1,209
+8% +$84.8K 0.41% 66
2025
Q4 		$1.01M Sell
15,662
-34
-0.2% -$2.26K 0.36% 73
2025
Q3 		$1.06M Buy
15,696
+1,325
+9% +$86.7K 0.36% 70
2025
Q2 		$896K Sell
14,371
-168
-1% -$10.3K 0.34% 79
2025
Q1 		$918K Buy
14,539
+2,242
+18% +$133K 0.37% 75
2024
Q4 		$670K Sell
12,297
-878
-7% -$50K 0.29% 105
2024
Q3 		$821K Buy
13,175
+2,762
+27% +$164K 0.36% 81
2024
Q2 		$573K Sell
10,413
-2,016
-16% -$114K 0.27% 120
2024
Q1 		$701K Sell
12,429
-536
-4% -$32.1K 0.33% 89
2023
Q4 		$840K Buy
12,965
+1,997
+18% +$115K 0.42% 65
2023
Q3 		$581K Buy
10,968
+1,261
+13% +$80.8K 0.33% 91
2023
Q2 		$642K Buy
9,707
+3,663
+61% +$255K 0.35% 75
2023
Q1 		$459K Buy
6,044
+1,791
+42% +$143K 0.28% 106
2022
Q4 		$326K Buy
+4,253
New +$319K 0.21% 146

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

Samalin Investment Counsel's WPC Position: Q1 2026 in Review

Samalin Investment Counsel increased its W.P. Carey (WPC) stake by 7.7% in Q1 2026, buying an estimated $84.8K and bringing the position to 16,871 shares worth $1.15M. The position accounts for 0.41% of the portfolio, ranked #66.

Samalin Investment Counsel first reported a position in WPC in Q4 2022 and has held it in 14 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Samalin Investment Counsel held 16,871 shares of W.P. Carey worth $1.15M as of Q1 2026.
  • Samalin Investment Counsel bought 1,209 W.P. Carey shares in Q1 2026, an estimated $84.8K.
  • W.P. Carey made up 0.41% of Samalin Investment Counsel's portfolio in Q1 2026, its #66 holding.
  • Samalin Investment Counsel first reported a position in W.P. Carey in Q4 2022 and has held it in 14 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.