WIM
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WealthPlan Investment Management’s W.P. Carey WPC Stock Holding History

WealthPlan Investment Management’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 		$800K Buy
11,777
+3,177
+37% +$223K 0.04% 238
2025
Q4 		$554K Sell
8,600
-2,229
-21% -$148K 0.04% 246
2025
Q3 		$732K Sell
10,829
-729
-6% -$47.7K 0.05% 199
2025
Q2 		$721K Buy
11,558
+2,180
+23% +$134K 0.05% 202
2025
Q1 		$592K Sell
9,378
-533
-5% -$31.6K 0.06% 158
2024
Q4 		$540K Buy
9,911
+1,165
+13% +$66.4K 0.05% 164
2024
Q3 		$545K Sell
8,746
-8,947
-51% -$530K 0.06% 154
2024
Q2 		$974K Sell
17,693
-163,230
-90% -$9.2M 0.15% 102
2024
Q1 		$10.2M Buy
180,923
+26,012
+17% +$1.56M 1.56% 22
2023
Q4 		$10M Sell
154,911
-7,185
-4% -$414K 1.61% 16
2023
Q3 		$8.59M Buy
162,096
+79,442
+96% +$5.09M 1.52% 21
2023
Q2 		$5.47M Sell
82,654
-73,954
-47% -$5.14M 1.63% 13
2023
Q1 		$11.9M Sell
156,608
-125,047
-44% -$9.96M 2.05% 4
2022
Q4 		$23.5M Buy
281,655
+3,950
+1% +$297K 1.64% 7
2022
Q3 		$21.5M Buy
+277,705
New +$22.7M 1.57% 10
2022
Q1 		$17.3M Buy
+218,573
New +$16.8M 1.2% 17

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

WealthPlan Investment Management's WPC Position: Q1 2026 in Review

WealthPlan Investment Management increased its W.P. Carey (WPC) stake by 37% in Q1 2026, buying an estimated $223K and bringing the position to 11,777 shares worth $800K. The position accounts for 0.04% of the portfolio, ranked #238.

WealthPlan Investment Management first reported a position in WPC in Q1 2022 and has held it in 16 quarters since. The position peaked at $23.5M in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • WealthPlan Investment Management held 11,777 shares of W.P. Carey worth $800K as of Q1 2026.
  • WealthPlan Investment Management bought 3,177 W.P. Carey shares in Q1 2026, an estimated $223K.
  • W.P. Carey made up 0.04% of WealthPlan Investment Management's portfolio in Q1 2026, its #238 holding.
  • WealthPlan Investment Management first reported a position in W.P. Carey in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's W.P. Carey position peaked at $23.5M in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.