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SWP Financial’s W.P. Carey WPC Stock Holding History

SWP Financial’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 		– Sell
-3,352
Closed -$216K – 78
2025
Q4 		$216K Hold
3,352
– – 0.11% 68
2025
Q3 		$226K Hold
3,352
– – 0.12% 65
2025
Q2 		$209K Sell
3,352
-116
-3% -$7.14K 0.11% 71
2025
Q1 		$219K Buy
+3,468
New +$205K 0.13% 61
2024
Q4 		– Sell
-4,173
Closed -$260K – 73
2024
Q3 		$260K Sell
4,173
-182
-4% -$10.8K 0.16% 45
2024
Q2 		$240K Sell
4,355
-1,719
-28% -$96.9K 0.16% 46
2024
Q1 		$343K Buy
6,074
+250
+4% +$15K 0.24% 31
2023
Q4 		$377K Buy
+5,824
New +$336K 0.29% 28

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

SWP Financial's WPC Position: Q1 2026 in Review

SWP Financial sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 3,352 shares — an estimated $216K sold.

SWP Financial first reported a position in WPC in Q4 2023 and held it in 8 quarters. The position peaked at $377K in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • SWP Financial reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
  • SWP Financial sold 3,352 W.P. Carey shares in Q1 2026, an estimated $216K.
  • SWP Financial first reported a position in W.P. Carey in Q4 2023 and held it in 8 quarters.
  • SWP Financial's W.P. Carey position peaked at $377K in Q4 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

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