Shelton Capital Management’s W.P. Carey WPC Stock Holding History

Shelton Capital Management’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	$482K	Sell	7,097 -313	-4%	-$22K	0.01%	365
2025 Q4	$477K	Sell	7,410 -430	-5%	-$28.6K	0.01%	349
2025 Q3	$530K	Hold	7,840	–	–	0.01%	338
2025 Q2	$489K	Sell	7,840 -124	-2%	-$7.63K	0.01%	346
2025 Q1	$503K	Sell	7,964 -296	-4%	-$17.5K	0.01%	331
2024 Q4	$450K	Sell	8,260 -391	-5%	-$22.3K	0.01%	374
2024 Q3	$539K	Sell	8,651 -258	-3%	-$15.3K	0.01%	333
2024 Q2	$490K	Sell	8,909 -312	-3%	-$17.6K	0.01%	347
2024 Q1	$520K	Hold	9,221	–	–	0.01%	351
2023 Q4	$598K	Buy	+9,221	New	+$531K	0.02%	312

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

Shelton Capital Management's WPC Position: Q1 2026 in Review

Shelton Capital Management reduced its W.P. Carey (WPC) stake by 4.2% in Q1 2026, selling an estimated $22K and leaving 7,097 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #365.

Shelton Capital Management first reported a position in WPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $598K in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Shelton Capital Management held 7,097 shares of W.P. Carey worth $482K as of Q1 2026.
Shelton Capital Management sold 313 W.P. Carey shares in Q1 2026, an estimated $22K.
W.P. Carey made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #365 holding.
Shelton Capital Management first reported a position in W.P. Carey in Q4 2023 and has held it in 10 quarters since.
Shelton Capital Management's W.P. Carey position peaked at $598K in Q4 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.