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TD Private Client Wealth’s W.P. Carey WPC Stock Holding History

TD Private Client Wealth’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 		$20.7K Buy
304
+11
+4% +$772 ﹤0.01% 998
2025
Q4 		$18.9K Buy
293
+12
+4% +$799 ﹤0.01% 1018
2025
Q3 		$19K Sell
281
-16
-5% -$1.05K ﹤0.01% 987
2025
Q2 		$18.5K Buy
297
+48
+19% +$2.96K ﹤0.01% 993
2025
Q1 		$15.7K Buy
249
+12
+5% +$710 ﹤0.01% 967
2024
Q4 		$12.9K Hold
237
– – ﹤0.01% 1025
2024
Q3 		$14.8K Hold
237
– – ﹤0.01% 1009
2024
Q2 		$13K Buy
237
+205
+641% +$11.6K ﹤0.01% 1003
2024
Q1 		$1.81K Sell
32
-136
-81% -$8.14K ﹤0.01% 1138
2023
Q4 		$10.9K Sell
168
-4
-2% -$230 ﹤0.01% 1037
2023
Q3 		$9.09K Sell
172
-8,227
-98% -$527K ﹤0.01% 1044
2023
Q2 		$556K Sell
8,399
-40
-0.5% -$2.78K 0.02% 427
2023
Q1 		$640K Buy
8,439
+38
+0.5% +$3.03K 0.03% 395
2022
Q4 		$643K Sell
8,401
-14
-0.2% -$1.05K 0.03% 390
2022
Q3 		$575K Sell
8,415
-53
-0.6% -$4.34K 0.03% 387
2022
Q2 		$687K Buy
8,468
+50
+0.6% +$4.04K 0.03% 373
2022
Q1 		$667K Buy
8,418
+423
+5% +$32.4K 0.03% 390
2021
Q4 		$643K Buy
7,995
+1,704
+27% +$130K 0.03% 385
2021
Q3 		$450K Buy
6,291
+1,256
+25% +$95.6K 0.02% 416
2021
Q2 		$368K Buy
5,035
+2,516
+100% +$184K 0.02% 444
2021
Q1 		$175K Buy
2,519
+2,485
+7,309% +$167K 0.01% 519
2020
Q4 		$2.33K Sell
34
-24
-41% -$1.6K ﹤0.01% 951
2020
Q3 		$3.71K Hold
58
– – ﹤0.01% 863
2020
Q2 		$3.86K Buy
58
+50
+625% +$3.11K ﹤0.01% 854
2020
Q1 		$465 Sell
8
-39
-83% -$2.96K ﹤0.01% 973
2019
Q4 		$3.68K Buy
+47
New +$3.94K ﹤0.01% 846

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

TD Private Client Wealth's WPC Position: Q1 2026 in Review

TD Private Client Wealth increased its W.P. Carey (WPC) stake by 3.8% in Q1 2026, buying an estimated $772 and bringing the position to 304 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

TD Private Client Wealth first reported a position in WPC in Q4 2019 and has held it in 26 quarters since. The position peaked at $687K in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • TD Private Client Wealth held 304 shares of W.P. Carey worth $20.7K as of Q1 2026.
  • TD Private Client Wealth bought 11 W.P. Carey shares in Q1 2026, an estimated $772.
  • W.P. Carey made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #998 holding.
  • TD Private Client Wealth first reported a position in W.P. Carey in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's W.P. Carey position peaked at $687K in Q2 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.