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SHP Wealth Management’s W.P. Carey WPC Stock Holding History

SHP Wealth 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 		$32.5K Sell
478
-251
-34% -$17.6K ﹤0.01% 600
2025
Q4 		$46.9K Buy
+729
New +$48.5K ﹤0.01% 492

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

SHP Wealth Management's WPC Position: Q1 2026 in Review

SHP Wealth Management reduced its W.P. Carey (WPC) stake by 34% in Q1 2026, selling an estimated $17.6K and leaving 478 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

SHP Wealth Management first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. The position peaked at $46.9K in Q4 2025. 868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • SHP Wealth Management held 478 shares of W.P. Carey worth $32.5K as of Q1 2026.
  • SHP Wealth Management sold 251 W.P. Carey shares in Q1 2026, an estimated $17.6K.
  • W.P. Carey made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #600 holding.
  • SHP Wealth Management first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's W.P. Carey position peaked at $46.9K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.