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Savvy Advisors Inc’s W.P. Carey WPC Stock Holding History

Savvy Advisors Inc’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 		$224K Sell
3,301
-146
-4% -$10.2K 0.01% 1004
2025
Q4 		$222K Sell
3,447
-306
-8% -$20.4K 0.01% 911
2025
Q3 		$254K Buy
+3,753
New +$246K 0.01% 684

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

Savvy Advisors Inc's WPC Position: Q1 2026 in Review

Savvy Advisors Inc reduced its W.P. Carey (WPC) stake by 4.2% in Q1 2026, selling an estimated $10.2K and leaving 3,301 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #1004.

Savvy Advisors Inc first reported a position in WPC in Q3 2025 and has held it in 3 quarters since. The position peaked at $254K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Savvy Advisors Inc held 3,301 shares of W.P. Carey worth $224K as of Q1 2026.
  • Savvy Advisors Inc sold 146 W.P. Carey shares in Q1 2026, an estimated $10.2K.
  • W.P. Carey made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1004 holding.
  • Savvy Advisors Inc first reported a position in W.P. Carey in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's W.P. Carey position peaked at $254K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.