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TruWealth Advisors’s W.P. Carey WPC Stock Holding History

TruWealth 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 		$21.4M Buy
314,898
+14,877
+5% +$1.04M 1.03% 36
2025
Q4 		$19.3M Buy
300,021
+6,717
+2% +$447K 0.94% 39
2025
Q3 		$19.8M Buy
293,304
+39,347
+15% +$2.58M 1% 35
2025
Q2 		$15.8M Buy
253,957
+5,676
+2% +$350K 0.87% 37
2025
Q1 		$15.7M Buy
248,281
+6,004
+2% +$355K 0.95% 37
2024
Q4 		$13.2M Buy
242,277
+2,699
+1% +$154K 0.8% 39
2024
Q3 		$14.9M Buy
239,578
+31,297
+15% +$1.86M 0.91% 35
2024
Q2 		$11.5M Sell
208,281
-8,737
-4% -$492K 0.76% 37
2024
Q1 		$12.2M Sell
217,018
-115
-0.1% -$6.88K 0.85% 36
2023
Q4 		$14.1M Buy
217,133
+47,899
+28% +$2.76M 1.07% 31
2023
Q3 		$8.96M Buy
169,234
+4,741
+3% +$304K 0.77% 43
2023
Q2 		$10.9M Buy
164,493
+3,168
+2% +$220K 0.93% 33
2023
Q1 		$12.2M Buy
161,325
+2,297
+1% +$183K 1.12% 27
2022
Q4 		$12.2M Buy
159,028
+3,145
+2% +$236K 1.19% 23
2022
Q3 		$10.7M Buy
155,883
+5,658
+4% +$463K 1.13% 23
2022
Q2 		$12.2M Buy
150,225
+6,051
+4% +$488K 1.31% 22
2022
Q1 		$11.4M Sell
144,174
-6,566
-4% -$504K 1.19% 25
2021
Q4 		$12.1M Buy
150,740
+6,070
+4% +$465K 1.23% 22
2021
Q3 		$10.3M Buy
144,670
+3,198
+2% +$243K 1.15% 24
2021
Q2 		$10.3M Buy
141,472
+5,539
+4% +$405K 1.21% 22
2021
Q1 		$9.42M Buy
135,933
+5,937
+5% +$398K 1.28% 20
2020
Q4 		$8.99M Buy
+129,996
New +$8.68M 1.34% 20

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TruWealth Advisors's WPC Position: Q1 2026 in Review

TruWealth Advisors increased its W.P. Carey (WPC) stake by 5% in Q1 2026, buying an estimated $1.04M and bringing the position to 314,898 shares worth $21.4M. The position accounts for 1.03% of the portfolio, ranked #36.

TruWealth Advisors first reported a position in WPC in Q4 2020 and has held it in 22 quarters since. 868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • TruWealth Advisors held 314,898 shares of W.P. Carey worth $21.4M as of Q1 2026.
  • TruWealth Advisors bought 14,877 W.P. Carey shares in Q1 2026, an estimated $1.04M.
  • W.P. Carey made up 1.03% of TruWealth Advisors's portfolio in Q1 2026, its #36 holding.
  • TruWealth Advisors first reported a position in W.P. Carey in Q4 2020 and has held it in 22 quarters since.
  • 868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.