VA
WPC icon

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

VestGen 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 		$597K Buy
7,987
+2,828
+55% +$198K 0.02% 607
2025
Q4 		$332K Buy
5,159
+1,789
+53% +$119K 0.01% 576
2025
Q3 		$228K Buy
+3,370
New +$221K 0.01% 663

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

VestGen Advisors's WPC Position: Q1 2026 in Review

VestGen Advisors increased its W.P. Carey (WPC) stake by 55% in Q1 2026, buying an estimated $198K and bringing the position to 7,987 shares worth $597K. The position accounts for 0.02% of the portfolio, ranked #607.

VestGen Advisors first reported a position in WPC in Q3 2025 and has held it in 3 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • VestGen Advisors held 7,987 shares of W.P. Carey worth $597K as of Q1 2026.
  • VestGen Advisors bought 2,828 W.P. Carey shares in Q1 2026, an estimated $198K.
  • W.P. Carey made up 0.02% of VestGen Advisors's portfolio in Q1 2026, its #607 holding.
  • VestGen Advisors first reported a position in W.P. Carey in Q3 2025 and has held it in 3 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.