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Sovereign Financial Group’s W.P. Carey WPC Stock Holding History

Sovereign Financial Group’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 		$203K Sell
2,993
-223
-7% -$15.6K 0.04% 343
2025
Q4 		$207K Sell
3,216
-764
-19% -$50.9K 0.04% 325
2025
Q3 		$269K Sell
3,980
-12
-0.3% -$785 0.05% 275
2025
Q2 		$249K Buy
3,992
+12
+0.3% +$739 0.05% 272
2025
Q1 		$251K Sell
3,980
-532
-12% -$31.5K 0.06% 250
2024
Q4 		$246K Buy
4,512
+67
+2% +$3.82K 0.06% 254
2024
Q3 		$277K Buy
4,445
+46
+1% +$2.73K 0.06% 234
2024
Q2 		$242K Buy
4,399
+17
+0.4% +$958 0.06% 242
2024
Q1 		$247K Sell
4,382
-86
-2% -$5.15K 0.07% 241
2023
Q4 		$290K Sell
4,468
-94
-2% -$5.42K 0.09% 191
2023
Q3 		$242K Sell
4,562
-2,286
-33% -$146K 0.09% 196
2023
Q2 		$453K Hold
6,848
– – 0.15% 145
2023
Q1 		$519K Hold
6,848
– – 0.19% 125
2022
Q4 		$524K Sell
6,848
-101
-1% -$7.59K 0.21% 118
2022
Q3 		$475K Buy
6,949
+1,558
+29% +$128K 0.19% 108
2022
Q2 		$438K Sell
5,391
-33
-0.6% -$2.66K 0.17% 120
2022
Q1 		$429K Buy
5,424
+2,281
+73% +$175K 0.16% 137
2021
Q4 		$253K Sell
3,143
-364
-10% -$27.9K 0.1% 175
2021
Q3 		$251K Buy
3,507
+1
+0% +$76 0.14% 137
2021
Q2 		$243K Hold
3,506
– – 0.15% 135
2021
Q1 		$243K Buy
3,506
+364
+12% +$24.4K 0.15% 135
2020
Q4 		$217K Buy
+3,142
New +$210K 0.16% 122

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

Sovereign Financial Group's WPC Position: Q1 2026 in Review

Sovereign Financial Group reduced its W.P. Carey (WPC) stake by 6.9% in Q1 2026, selling an estimated $15.6K and leaving 2,993 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #343.

Sovereign Financial Group first reported a position in WPC in Q4 2020 and has held it in 22 quarters since. The position peaked at $524K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Sovereign Financial Group held 2,993 shares of W.P. Carey worth $203K as of Q1 2026.
  • Sovereign Financial Group sold 223 W.P. Carey shares in Q1 2026, an estimated $15.6K.
  • W.P. Carey made up 0.04% of Sovereign Financial Group's portfolio in Q1 2026, its #343 holding.
  • Sovereign Financial Group first reported a position in W.P. Carey in Q4 2020 and has held it in 22 quarters since.
  • Sovereign Financial Group's W.P. Carey position peaked at $524K in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.