Transamerica Financial Advisors’s W.P. Carey WPC Stock Holding History

Transamerica Financial Advisors’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	$211K	Buy	3,060 +1,515	+98%	+$106K	0.02%	394
2025 Q4	$101K	Buy	1,545 +513	+50%	+$34.2K	0.01%	455
2025 Q3	$70.6K	Buy	+1,032	New	+$67.6K	0.01%	443
2016 Q2	–	Sell	-2,198	Closed	-$135K	–	707
2016 Q1	$135K	Buy	2,198 +3	+0.1%	+$170	0.01%	303
2015 Q4	$127K	Hold	2,195	–	–	0.01%	328
2015 Q3	$125K	Hold	2,195	–	–	0.01%	316
2015 Q2	$127K	Buy	2,195 +46	+2%	+$2.88K	0.01%	367
2015 Q1	$144K	Buy	2,149 +714	+50%	+$49.1K	0.01%	350
2014 Q4	$99K	Buy	+1,435	New	+$94.8K	0.01%	321
2014 Q3	–	Sell	-715	Closed	-$46K	–	719
2014 Q2	$46K	Buy	+715	New	+$43.6K	﹤0.01%	377

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Transamerica Financial Advisors's WPC Position: Q1 2026 in Review

Transamerica Financial Advisors increased its W.P. Carey (WPC) stake by 98% in Q1 2026, buying an estimated $106K and bringing the position to 3,060 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #394.

Transamerica Financial Advisors first reported a position in WPC in Q2 2014 and has held it in 10 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Transamerica Financial Advisors held 3,060 shares of W.P. Carey worth $211K as of Q1 2026.
Transamerica Financial Advisors bought 1,515 W.P. Carey shares in Q1 2026, an estimated $106K.
W.P. Carey made up 0.02% of Transamerica Financial Advisors's portfolio in Q1 2026, its #394 holding.
Transamerica Financial Advisors first reported a position in W.P. Carey in Q2 2014 and has held it in 10 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.