Steward Partners Investment Advisory’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $773K | Buy |
11,375
+1,538
| +16% | +$108K | ﹤0.01% | 1297 |
|
|
2025
Q4 | $633K | Sell |
9,837
-2,383
| -20% | -$159K | ﹤0.01% | 1291 |
|
|
2025
Q3 | $826K | Buy |
12,220
+2,006
| +20% | +$131K | ﹤0.01% | 1137 |
|
|
2025
Q2 | $637K | Sell |
10,214
-812
| -7% | -$50K | 0.01% | 1185 |
|
|
2025
Q1 | $696K | Sell |
11,026
-1,840
| -14% | -$109K | 0.01% | 1064 |
|
|
2024
Q4 | $701K | Buy |
12,866
+979
| +8% | +$55.8K | 0.01% | 1013 |
|
|
2024
Q3 | $741K | Buy |
11,887
+494
| +4% | +$29.3K | 0.01% | 959 |
|
|
2024
Q2 | $627K | Sell |
11,393
-3,154
| -22% | -$178K | 0.01% | 965 |
|
|
2024
Q1 | $821K | Sell |
14,547
-499
| -3% | -$29.9K | 0.01% | 870 |
|
|
2023
Q4 | $975K | Sell |
15,046
-2,981
| -17% | -$172K | 0.01% | 735 |
|
|
2023
Q3 | $955K | Buy |
18,027
+2,383
| +15% | +$153K | 0.01% | 691 |
|
|
2023
Q2 | $1.04M | Buy |
15,644
+208
| +1% | +$14.5K | 0.02% | 685 |
|
|
2023
Q1 | $1.17M | Buy |
15,436
+5,885
| +62% | +$469K | 0.02% | 644 |
|
|
2022
Q4 | $731K | Sell |
9,551
-4,812
| -34% | -$361K | 0.01% | 769 |
|
|
2022
Q3 | $982K | Sell |
14,363
-170
| -1% | -$13.9K | 0.02% | 631 |
|
|
2022
Q2 | $1.18M | Buy |
14,533
+396
| +3% | +$32K | 0.02% | 584 |
|
|
2022
Q1 | $1.12M | Sell |
14,137
-251
| -2% | -$19.3K | 0.02% | 651 |
|
|
2021
Q4 | $1.16M | Sell |
14,388
-88
| -0.6% | -$6.74K | 0.02% | 646 |
|
|
2021
Q3 | $1.04M | Sell |
14,476
-148
| -1% | -$11.3K | 0.02% | 651 |
|
|
2021
Q2 | $1.07M | Buy |
14,624
+225
| +2% | +$16.5K | 0.02% | 637 |
|
|
2021
Q1 | $998K | Buy |
14,399
+6,187
| +75% | +$415K | 0.02% | 647 |
|
|
2020
Q4 | $568K | Buy |
8,212
+2,333
| +40% | +$156K | 0.01% | 720 |
|
|
2020
Q3 | $375K | Buy |
5,879
+2,721
| +86% | +$183K | 0.01% | 742 |
|
|
2020
Q2 | $209K | Buy |
3,158
+1,940
| +159% | +$121K | 0.01% | 869 |
|
|
2020
Q1 | $69K | Sell |
1,218
-598
| -33% | -$45.4K | ﹤0.01% | 1143 |
|
|
2019
Q4 | $142K | Buy |
1,816
+258
| +17% | +$21.6K | ﹤0.01% | 992 |
|
|
2019
Q3 | $136K | Buy |
1,558
+206
| +15% | +$17.6K | ﹤0.01% | 969 |
|
|
2019
Q2 | $107K | Buy |
+1,352
| New | +$107K | ﹤0.01% | 1028 |
|
|
2018
Q4 | – | Sell |
-1,117
| Closed | -$70K | – | 2170 |
|
|
2018
Q3 | $70K | Sell |
1,117
-21
| -2% | -$1.35K | ﹤0.01% | 1063 |
|
|
2018
Q2 | $74K | Hold |
1,138
| – | – | ﹤0.01% | 946 |
|
|
2018
Q1 | $69K | Buy |
+1,138
| New | +$70K | ﹤0.01% | 886 |
|
Other funds holding WPC
VPM
VCM
Steward Partners Investment Advisory's WPC Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its W.P. Carey (WPC) stake by 16% in Q1 2026, buying an estimated $108K and bringing the position to 11,375 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.
Steward Partners Investment Advisory first reported a position in WPC in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.18M in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Steward Partners Investment Advisory held 11,375 shares of W.P. Carey worth $773K as of Q1 2026.
- Steward Partners Investment Advisory bought 1,538 W.P. Carey shares in Q1 2026, an estimated $108K.
- W.P. Carey made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1297 holding.
- Steward Partners Investment Advisory first reported a position in W.P. Carey in Q1 2018 and has held it in 31 quarters since.
- Steward Partners Investment Advisory's W.P. Carey position peaked at $1.18M in Q2 2022.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.