Smartleaf Asset Management’s W.P. Carey WPC Stock Holding History

Smartleaf Asset 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	$69.5K	Buy	1,022 +156	+18%	+$10.9K	﹤0.01%	1290
2025 Q4	$56.6K	Sell	866 -46	-5%	-$3.06K	﹤0.01%	1485
2025 Q3	$62.1K	Buy	912 +365	+67%	+$23.9K	﹤0.01%	1293
2025 Q2	$34.4K	Sell	547 -355	-39%	-$21.9K	﹤0.01%	1327
2025 Q1	$56.6K	Sell	902 -62	-6%	-$3.67K	0.01%	1083
2024 Q4	$52.6K	Buy	964 +110	+13%	+$6.27K	0.01%	1163
2024 Q3	$53.6K	Buy	854 +526	+160%	+$31.2K	0.01%	892
2024 Q2	$18.3K	Buy	328 +94	+40%	+$5.3K	﹤0.01%	1075
2024 Q1	$13.1K	Buy	234 +185	+378%	+$11.1K	﹤0.01%	940
2023 Q4	$3.22K	Buy	+49	New	+$2.82K	﹤0.01%	911

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

Smartleaf Asset Management's WPC Position: Q1 2026 in Review

Smartleaf Asset Management increased its W.P. Carey (WPC) stake by 18% in Q1 2026, buying an estimated $10.9K and bringing the position to 1,022 shares worth $69.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Smartleaf Asset Management first reported a position in WPC in Q4 2023 and has held it in 10 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Smartleaf Asset Management held 1,022 shares of W.P. Carey worth $69.5K as of Q1 2026.
Smartleaf Asset Management bought 156 W.P. Carey shares in Q1 2026, an estimated $10.9K.
W.P. Carey made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1290 holding.
Smartleaf Asset Management first reported a position in W.P. Carey in Q4 2023 and has held it in 10 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

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