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Strengthening Families & Communities LLC’s W.P. Carey WPC Stock Holding History

Strengthening Families & Communities LLC’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 		$33.9K Buy
499
+6
+1% +$421 0.01% 232
2025
Q4 		$31.7K Buy
493
+5
+1% +$333 0.01% 160
2025
Q3 		$33K Sell
488
-61
-11% -$3.99K 0.01% 274
2025
Q2 		$34.3K Buy
549
+8
+1% +$493 0.02% 173
2025
Q1 		$34.2K Sell
541
-50
-8% -$2.96K 0.02% 180
2024
Q4 		$32K Sell
591
-26
-4% -$1.48K 0.02% 177
2024
Q3 		$38.5K Buy
617
+9
+1% +$533 0.01% 261
2024
Q2 		$33K Buy
608
+9
+2% +$507 0.01% 285
2024
Q1 		$34K Sell
599
-41
-6% -$2.45K 0.02% 126
2023
Q4 		$41.5K Sell
640
-6
-0.9% -$346 0.03% 106
2023
Q3 		$34K Buy
646
+10
+2% +$641 0.01% 238
2023
Q2 		$42K Buy
636
+9
+1% +$626 0.02% 221
2023
Q1 		$48 Buy
627
+8
+1% +$637 ﹤0.01% 165
2022
Q4 		$47K Buy
619
+62
+11% +$4.66K 0.03% 152
2022
Q3 		$38K Buy
557
+14
+3% +$1.15K 0.02% 238
2022
Q2 		$43K Hold
543
– – 0.03% 156
2022
Q1 		$43K Sell
543
-7
-1% -$537 0.03% 156
2021
Q4 		$44 Buy
+550
New +$42.1K 0.01% 150

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

Strengthening Families & Communities LLC's WPC Position: Q1 2026 in Review

Strengthening Families & Communities LLC increased its W.P. Carey (WPC) stake by 1.2% in Q1 2026, buying an estimated $421 and bringing the position to 499 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #232.

Strengthening Families & Communities LLC first reported a position in WPC in Q4 2021 and has held it in 18 quarters since. The position peaked at $47K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Strengthening Families & Communities LLC held 499 shares of W.P. Carey worth $33.9K as of Q1 2026.
  • Strengthening Families & Communities LLC bought 6 W.P. Carey shares in Q1 2026, an estimated $421.
  • W.P. Carey made up 0.01% of Strengthening Families & Communities LLC's portfolio in Q1 2026, its #232 holding.
  • Strengthening Families & Communities LLC first reported a position in W.P. Carey in Q4 2021 and has held it in 18 quarters since.
  • Strengthening Families & Communities LLC's W.P. Carey position peaked at $47K in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2026, filed 11 May 2026.