Sanctuary Advisors’s W.P. Carey WPC Stock Holding History

Sanctuary Advisors’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	$2.14M	Buy	31,543 +3,112	+11%	+$218K	0.01%	926
2025 Q4	$1.83M	Sell	28,431 -1,766	-6%	-$118K	0.01%	978
2025 Q3	$2.04M	Sell	30,197 -5,181	-15%	-$339K	0.01%	888
2025 Q2	$2.21M	Sell	35,378 -124	-0.3%	-$7.63K	0.01%	797
2025 Q1	$2.24M	Sell	35,502 -9,116	-20%	-$540K	0.02%	740
2024 Q4	$2.48M	Buy	44,618 +9,036	+25%	+$515K	0.02%	768
2024 Q3	$2.03M	Sell	35,582 -585	-2%	-$34.7K	0.01%	855
2024 Q2	$1.99M	Buy	+36,167	New	+$2.04M	0.01%	808

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

Sanctuary Advisors's WPC Position: Q1 2026 in Review

Sanctuary Advisors increased its W.P. Carey (WPC) stake by 11% in Q1 2026, buying an estimated $218K and bringing the position to 31,543 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #926.

Sanctuary Advisors first reported a position in WPC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.48M in Q4 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Sanctuary Advisors held 31,543 shares of W.P. Carey worth $2.14M as of Q1 2026.
Sanctuary Advisors bought 3,112 W.P. Carey shares in Q1 2026, an estimated $218K.
W.P. Carey made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #926 holding.
Sanctuary Advisors first reported a position in W.P. Carey in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's W.P. Carey position peaked at $2.48M in Q4 2024.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.