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Truvestments Capital’s W.P. Carey WPC Stock Holding History

Truvestments Capital’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 		$37.3K Hold
549
– – 0.01% 544
2025
Q4 		$35.3K Sell
549
-112
-17% -$7.46K 0.01% 506
2025
Q3 		$44.7K Sell
661
-1
-0.2% -$65 0.01% 463
2025
Q2 		$41.3K Hold
662
– – 0.01% 426
2025
Q1 		$41.8K Sell
662
-649
-50% -$38.4K 0.01% 425
2024
Q4 		$71.4K Sell
1,311
-1,181
-47% -$67.3K 0.02% 322
2024
Q3 		$155K Buy
+2,492
New +$148K 0.04% 239
2024
Q2 		– Sell
-5,134
Closed -$290K – 689
2024
Q1 		$290K Sell
5,134
-15,905
-76% -$952K 0.11% 168
2023
Q4 		$1.36M Sell
21,039
-10,766
-34% -$620K 0.62% 55
2023
Q3 		$1.68M Buy
31,805
+901
+3% +$57.7K 0.88% 45
2023
Q2 		$2.04M Buy
30,904
+1,348
+5% +$93.7K 1.02% 35
2023
Q1 		$2.24M Buy
29,556
+2,417
+9% +$193K 1.19% 23
2022
Q4 		$2.08M Sell
27,139
-673
-2% -$50.5K 1.17% 22
2022
Q3 		$1.9M Buy
27,812
+1,835
+7% +$150K 1.2% 24
2022
Q2 		$2.11M Buy
25,977
+1,393
+6% +$112K 1.23% 21
2022
Q1 		$1.95M Buy
24,584
+1,748
+8% +$134K 1.07% 39
2021
Q4 		$1.83M Buy
22,836
+235
+1% +$18K 0.92% 43
2021
Q3 		$1.62M Buy
22,601
+1,808
+9% +$138K 0.89% 48
2021
Q2 		$1.52M Buy
20,793
+5,214
+33% +$382K 0.83% 52
2021
Q1 		$1.08M Buy
15,579
+3,700
+31% +$248K 0.61% 56
2020
Q4 		$821K Buy
11,879
+831
+8% +$55.5K 0.57% 55
2020
Q3 		$705K Buy
11,048
+10,789
+4,166% +$727K 0.64% 55
2020
Q2 		$17K Buy
259
+4
+2% +$248 0.02% 327
2020
Q1 		$14K Buy
+255
New +$19.3K 0.02% 305
2019
Q4 		– Sell
-255
Closed -$22K – 594
2019
Q3 		$22K Hold
255
– – 0.01% 396
2019
Q2 		$20K Buy
+255
New +$20.2K 0.01% 431

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

Truvestments Capital's WPC Position: Q1 2026 in Review

Truvestments Capital held its W.P. Carey (WPC) position steady in Q1 2026 at 549 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #544.

Truvestments Capital first reported a position in WPC in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.24M in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Truvestments Capital held 549 shares of W.P. Carey worth $37.3K as of Q1 2026.
  • Truvestments Capital left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up 0.01% of Truvestments Capital's portfolio in Q1 2026, its #544 holding.
  • Truvestments Capital first reported a position in W.P. Carey in Q2 2019 and has held it in 26 quarters since.
  • Truvestments Capital's W.P. Carey position peaked at $2.24M in Q1 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.