SFMG Wealth Advisors’s W.P. Carey WPC Stock Holding History

SFMG Wealth 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	$2.25M	Sell	33,078 -3,670	-10%	-$257K	0.15%	67
2025 Q4	$2.37M	Sell	36,748 -1,750	-5%	-$117K	0.16%	66
2025 Q3	$2.6M	Buy	38,498 +250	+0.7%	+$16.4K	0.18%	58
2025 Q2	$2.39M	Sell	38,248 -270	-0.7%	-$16.6K	0.18%	62
2025 Q1	$2.43M	Buy	+38,518	New	+$2.28M	0.19%	65
2015 Q2	–	Sell	-3,936	Closed	-$262K	–	172
2015 Q1	$262K	Buy	+3,936	New	+$270K	0.02%	145

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

SFMG Wealth Advisors's WPC Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its W.P. Carey (WPC) stake by 10% in Q1 2026, selling an estimated $257K and leaving 33,078 shares worth $2.25M. The position accounts for 0.15% of the portfolio, ranked #67.

SFMG Wealth Advisors first reported a position in WPC in Q1 2015 and has held it in 6 quarters since. The position peaked at $2.6M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

SFMG Wealth Advisors held 33,078 shares of W.P. Carey worth $2.25M as of Q1 2026.
SFMG Wealth Advisors sold 3,670 W.P. Carey shares in Q1 2026, an estimated $257K.
W.P. Carey made up 0.15% of SFMG Wealth Advisors's portfolio in Q1 2026, its #67 holding.
SFMG Wealth Advisors first reported a position in W.P. Carey in Q1 2015 and has held it in 6 quarters since.
SFMG Wealth Advisors's W.P. Carey position peaked at $2.6M in Q3 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.