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

SOA 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 		$165K Buy
2,433
+13
+0.5% +$912 0.03% 216
2025
Q4 		$156K Sell
2,420
-10
-0.4% -$666 0.03% 234
2025
Q3 		$164K Buy
2,430
+14
+0.6% +$916 0.03% 226
2025
Q2 		$151K Buy
2,416
+37
+2% +$2.28K 0.03% 231
2025
Q1 		$150K Buy
2,379
+15
+0.6% +$888 0.03% 215
2024
Q4 		$129K Buy
2,364
+13
+0.6% +$741 0.02% 228
2024
Q3 		$146K Buy
2,351
+14
+0.6% +$830 0.03% 212
2024
Q2 		$129K Sell
2,337
-617
-21% -$34.8K 0.03% 220
2024
Q1 		$167K Sell
2,954
-71,077
-96% -$4.25M 0.03% 196
2023
Q4 		$4.8M Sell
74,031
-6,423
-8% -$370K 1.07% 21
2023
Q3 		$4.26M Sell
80,454
-7,693
-9% -$493K 1.06% 21
2023
Q2 		$5.83M Sell
88,147
-2,340
-3% -$163K 1.37% 17
2023
Q1 		$6.86M Sell
90,487
-4
-0% -$319 1.69% 15
2022
Q4 		$6.93M Sell
90,491
-2,151
-2% -$162K 1.86% 12
2022
Q3 		$6.33M Buy
92,642
+39,344
+74% +$3.22M 1.91% 11
2022
Q2 		$4.33M Sell
53,298
-48
-0.1% -$3.87K 1.27% 19
2022
Q1 		$4.22M Sell
53,346
-243
-0.5% -$18.6K 1.03% 23
2021
Q4 		$4.3M Sell
53,589
-43
-0.1% -$3.29K 1.04% 25
2021
Q3 		$3.84M Buy
53,632
+386
+0.7% +$29.4K 0.98% 25
2021
Q2 		$3.89M Sell
53,246
-5,344
-9% -$391K 1% 25
2021
Q1 		$4.06M Sell
58,590
-1,310
-2% -$87.8K 1.14% 24
2020
Q4 		$4.04M Buy
+59,900
New +$4M 1.1% 26

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

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

SOA Wealth Advisors increased its W.P. Carey (WPC) stake by 0.54% in Q1 2026, buying an estimated $912 and bringing the position to 2,433 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #216.

SOA Wealth Advisors first reported a position in WPC in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.93M in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • SOA Wealth Advisors held 2,433 shares of W.P. Carey worth $165K as of Q1 2026.
  • SOA Wealth Advisors bought 13 W.P. Carey shares in Q1 2026, an estimated $912.
  • W.P. Carey made up 0.03% of SOA Wealth Advisors's portfolio in Q1 2026, its #216 holding.
  • SOA Wealth Advisors first reported a position in W.P. Carey in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's W.P. Carey position peaked at $6.93M in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.