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Silver Oak Securities’s W.P. Carey WPC Stock Holding History

Silver Oak Securities’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 		$473K Buy
6,955
+294
+4% +$20.6K 0.03% 456
2025
Q4 		$435K Sell
6,661
-275
-4% -$18.3K 0.03% 503
2025
Q3 		$469K Buy
6,936
+359
+5% +$23.5K 0.04% 449
2025
Q2 		$410K Buy
6,577
+1,649
+33% +$102K 0.03% 461
2025
Q1 		$309K Buy
4,928
+657
+15% +$38.9K 0.03% 493
2024
Q4 		$233K Buy
+4,271
New +$243K 0.02% 562

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

Silver Oak Securities's WPC Position: Q1 2026 in Review

Silver Oak Securities increased its W.P. Carey (WPC) stake by 4.4% in Q1 2026, buying an estimated $20.6K and bringing the position to 6,955 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #456.

Silver Oak Securities first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Silver Oak Securities held 6,955 shares of W.P. Carey worth $473K as of Q1 2026.
  • Silver Oak Securities bought 294 W.P. Carey shares in Q1 2026, an estimated $20.6K.
  • W.P. Carey made up 0.03% of Silver Oak Securities's portfolio in Q1 2026, its #456 holding.
  • Silver Oak Securities first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.