WCG
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Weaver Consulting Group’s W.P. Carey WPC Stock Holding History

Weaver Consulting Group’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 		$2.29M Sell
33,715
-212
-0.6% -$14.9K 0.55% 50
2025
Q4 		$2.18M Sell
33,927
-281
-0.8% -$18.7K 0.53% 48
2025
Q3 		$2.31M Buy
34,208
+390
+1% +$25.5K 0.59% 45
2025
Q2 		$2.11M Sell
33,818
-784
-2% -$48.3K 0.58% 44
2025
Q1 		$2.18M Sell
34,602
-175
-0.5% -$10.4K 0.66% 42
2024
Q4 		$1.89M Sell
34,777
-70
-0.2% -$3.99K 0.58% 42
2024
Q3 		$2.17M Buy
34,847
+511
+1% +$30.3K 0.69% 39
2024
Q2 		$1.89M Buy
34,336
+415
+1% +$23.4K 0.66% 39
2024
Q1 		$1.91M Buy
33,921
+278
+0.8% +$16.6K 0.71% 38
2023
Q4 		$2.18M Sell
33,643
-2,038
-6% -$117K 0.89% 28
2023
Q3 		$1.89M Buy
35,681
+317
+0.9% +$20.3K 0.85% 30
2023
Q2 		$2.34M Buy
35,364
+625
+2% +$43.5K 1.03% 25
2023
Q1 		$2.64M Sell
34,739
-563
-2% -$44.9K 1.21% 19
2022
Q4 		$2.7M Sell
35,302
-383
-1% -$28.8K 1.38% 16
2022
Q3 		$2.44M Buy
35,685
+700
+2% +$57.3K 1.4% 16
2022
Q2 		$2.84M Sell
34,985
-1,429
-4% -$115K 1.59% 12
2022
Q1 		$2.88M Sell
36,414
-103
-0.3% -$7.9K 1.4% 17
2021
Q4 		$2.94M Buy
36,517
+659
+2% +$50.4K 1.41% 17
2021
Q3 		$2.56M Buy
35,858
+1,457
+4% +$111K 1.39% 17
2021
Q2 		$2.51M Sell
34,401
-510
-1% -$37.3K 1.42% 17
2021
Q1 		$2.42M Buy
34,911
+1,130
+3% +$75.8K 1.49% 17
2020
Q4 		$2.33M Buy
33,781
+409
+1% +$27.3K 1.46% 16
2020
Q3 		$2.13M Sell
33,372
-127
-0.4% -$8.56K 1.23% 17
2020
Q2 		$2.22M Sell
33,499
-143
-0.4% -$8.88K 1.29% 17
2020
Q1 		$1.91M Buy
33,642
+499
+2% +$37.8K 1.25% 18
2019
Q4 		$2.9M Sell
33,143
-191
-0.6% -$16K 1.55% 14
2019
Q3 		$2.82M Sell
33,334
-1,801
-5% -$153K 1.49% 14
2019
Q2 		$2.79M Buy
+35,135
New +$2.78M 1.52% 14

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

Weaver Consulting Group's WPC Position: Q1 2026 in Review

Weaver Consulting Group reduced its W.P. Carey (WPC) stake by 0.62% in Q1 2026, selling an estimated $14.9K and leaving 33,715 shares worth $2.29M. The position accounts for 0.55% of the portfolio, ranked #50.

Weaver Consulting Group first reported a position in WPC in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.94M in Q4 2021. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Weaver Consulting Group held 33,715 shares of W.P. Carey worth $2.29M as of Q1 2026.
  • Weaver Consulting Group sold 212 W.P. Carey shares in Q1 2026, an estimated $14.9K.
  • W.P. Carey made up 0.55% of Weaver Consulting Group's portfolio in Q1 2026, its #50 holding.
  • Weaver Consulting Group first reported a position in W.P. Carey in Q2 2019 and has held it in 28 quarters since.
  • Weaver Consulting Group's W.P. Carey position peaked at $2.94M in Q4 2021.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.