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

Symphony 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 		$239K Buy
+3,498
New +$245K 0.03% 274
2025
Q4 		– Sell
-4,257
Closed -$286K – 320
2025
Q3 		$286K Sell
4,257
-25
-0.6% -$1.64K 0.03% 222
2025
Q2 		$267K Buy
+4,282
New +$264K 0.03% 211
2025
Q1 		– Sell
-3,929
Closed -$223K – 227
2024
Q4 		$223K Sell
3,929
-1,685
-30% -$96K 0.04% 208
2024
Q3 		$352K Buy
5,614
+21
+0.4% +$1.25K 0.06% 171
2024
Q2 		$311K Buy
5,593
+22
+0.4% +$1.24K 0.06% 167
2024
Q1 		$314K Hold
5,571
– – 0.07% 149
2023
Q4 		$373K Sell
5,571
-71
-1% -$4.09K 0.08% 154
2023
Q3 		$296K Sell
5,642
-1,272
-18% -$81.5K 0.07% 132
2023
Q2 		$457K Sell
6,914
-272
-4% -$18.9K 0.11% 122
2023
Q1 		$543K Buy
7,186
+18
+0.3% +$1.43K 0.14% 127
2022
Q4 		$556K Buy
7,168
+19
+0.3% +$1.43K 0.15% 126
2022
Q3 		$482K Buy
7,149
+1,626
+29% +$133K 0.16% 138
2022
Q2 		$454K Sell
5,523
-139
-2% -$11.2K 0.13% 138
2022
Q1 		$453K Buy
5,662
+1,520
+37% +$117K 0.11% 137
2021
Q4 		$330K Hold
4,142
– – 0.09% 139
2021
Q3 		$300K Hold
4,142
– – 0.1% 136
2021
Q2 		$305K Sell
4,142
-242
-6% -$17.7K 0.1% 136
2021
Q1 		$311K Buy
4,384
+242
+6% +$16.2K 0.08% 150
2020
Q4 		$276K Hold
4,142
– – 0.1% 133
2020
Q3 		$264K Buy
4,142
+156
+4% +$10.5K 0.11% 114
2020
Q2 		$264K Buy
+3,986
New +$248K 0.13% 118

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

Symphony Financial's WPC Position: Q1 2026 in Review

Symphony Financial opened a new position in W.P. Carey (WPC) in Q1 2026: 3,498 shares worth $239K. The stake represents 0.03% of the portfolio and ranks #274 among its holdings. This is a return to the name: Symphony Financial previously reported a position in WPC as recently as Q3 2025.

Symphony Financial first reported a position in WPC in Q2 2020 and has held it in 22 quarters since. The position peaked at $556K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Symphony Financial held 3,498 shares of W.P. Carey worth $239K as of Q1 2026.
  • W.P. Carey was a new Symphony Financial position in Q1 2026.
  • W.P. Carey made up 0.03% of Symphony Financial's portfolio in Q1 2026, its #274 holding.
  • Symphony Financial first reported a position in W.P. Carey in Q2 2020 and has held it in 22 quarters since.
  • Symphony Financial's W.P. Carey position peaked at $556K in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.