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Sunbelt Securities’s W.P. Carey WPC Stock Holding History

Sunbelt Securities’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 		$263K Sell
3,864
-482
-11% -$33.8K 0.02% 562
2025
Q4 		$280K Sell
4,346
-1,870
-30% -$125K 0.02% 548
2025
Q3 		$420K Buy
6,216
+1,137
+22% +$74.4K 0.03% 431
2025
Q2 		$277K Sell
5,079
-1,642
-24% -$101K 0.02% 504
2025
Q1 		$424K Buy
6,721
+1,642
+32% +$97.2K 0.04% 363
2024
Q4 		$277K Buy
5,079
+2,109
+71% +$120K 0.02% 504
2024
Q3 		$185K Buy
2,970
+31
+1% +$1.84K 0.02% 608
2024
Q2 		$162K Buy
2,939
+116
+4% +$6.54K 0.02% 618
2024
Q1 		$159K Buy
2,823
+18
+0.6% +$1.08K 0.02% 598
2023
Q4 		$182K Buy
2,805
+97
+4% +$5.59K 0.02% 518
2023
Q3 		$143K Sell
2,708
-58
-2% -$3.71K 0.02% 565
2023
Q2 		$183K Sell
2,766
-136
-5% -$9.46K 0.03% 483
2023
Q1 		$219K Buy
2,902
+44
+2% +$3.51K 0.04% 414
2022
Q4 		$219K Buy
+2,858
New +$215K 0.04% 410
2022
Q1 		– Sell
-7,990
Closed -$584K – 490
2021
Q4 		$584K Buy
7,990
+611
+8% +$46.8K 0.09% 240
2021
Q3 		$573K Hold
7,379
– – 0.1% 234
2021
Q2 		$573K Sell
7,379
-342
-4% -$25K 0.1% 234
2021
Q1 		$535K Buy
7,721
+1,383
+22% +$92.7K 0.11% 226
2020
Q4 		$438K Buy
+6,338
New +$423K 0.09% 250
2020
Q1 		– Sell
-7,569
Closed -$593K – 661
2019
Q4 		$593K Sell
7,569
-565
-7% -$47.3K 0.06% 282
2019
Q3 		$713K Buy
+8,134
New +$693K 0.08% 229
2019
Q1 		– Sell
-2,133
Closed -$281K – 245
2018
Q4 		$281K Buy
+2,133
New +$139K 0.16% 166

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

Sunbelt Securities's WPC Position: Q1 2026 in Review

Sunbelt Securities reduced its W.P. Carey (WPC) stake by 11% in Q1 2026, selling an estimated $33.8K and leaving 3,864 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #562.

Sunbelt Securities first reported a position in WPC in Q4 2018 and has held it in 22 quarters since. The position peaked at $713K in Q3 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Sunbelt Securities held 3,864 shares of W.P. Carey worth $263K as of Q1 2026.
  • Sunbelt Securities sold 482 W.P. Carey shares in Q1 2026, an estimated $33.8K.
  • W.P. Carey made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #562 holding.
  • Sunbelt Securities first reported a position in W.P. Carey in Q4 2018 and has held it in 22 quarters since.
  • Sunbelt Securities's W.P. Carey position peaked at $713K in Q3 2019.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.