WWM
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Western Wealth Management’s W.P. Carey WPC Stock Holding History

Western Wealth 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 		$347K Buy
5,106
+12
+0.2% +$842 0.01% 750
2025
Q4 		$328K Sell
5,094
-313
-6% -$20.8K 0.02% 634
2025
Q3 		$365K Sell
5,407
-73
-1% -$4.78K 0.02% 534
2025
Q2 		$342K Buy
5,480
+19
+0.3% +$1.17K 0.02% 521
2025
Q1 		$345K Sell
5,461
-418
-7% -$24.7K 0.02% 492
2024
Q4 		$320K Buy
5,879
+73
+1% +$4.16K 0.02% 502
2024
Q3 		$362K Sell
5,806
-29
-0.5% -$1.72K 0.02% 545
2024
Q2 		$321K Sell
5,835
-780
-12% -$44K 0.02% 474
2024
Q1 		$373K Sell
6,615
-880
-12% -$52.7K 0.03% 438
2023
Q4 		$486K Buy
7,495
+610
+9% +$35.1K 0.04% 421
2023
Q3 		$365K Sell
6,885
-133
-2% -$8.52K 0.03% 456
2023
Q2 		$464K Sell
7,018
-209
-3% -$14.5K 0.04% 390
2023
Q1 		$548K Sell
7,227
-2,233
-24% -$178K 0.05% 346
2022
Q4 		$724K Sell
9,460
-10,134
-52% -$761K 0.07% 282
2022
Q3 		$1.34M Buy
19,594
+10,110
+107% +$828K 0.08% 247
2022
Q2 		$770K Buy
9,484
+7
+0.1% +$565 0.04% 362
2022
Q1 		$750K Buy
+9,477
New +$727K 0.04% 408
2020
Q2 		– Sell
-10,142
Closed -$576K – 455
2020
Q1 		$576K Sell
10,142
-2,456
-19% -$186K 0.13% 168
2019
Q4 		$988K Sell
12,598
-712
-5% -$59.7K 0.15% 139
2019
Q3 		$1.17M Buy
13,310
+156
+1% +$13.3K 0.24% 104
2019
Q2 		$1.04M Buy
13,154
+4,133
+46% +$327K 0.14% 127
2019
Q1 		$692K Sell
9,021
-1,398
-13% -$101K 0.15% 155
2018
Q4 		$669K Buy
+10,419
New +$678K 0.18% 140

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

Western Wealth Management's WPC Position: Q1 2026 in Review

Western Wealth Management increased its W.P. Carey (WPC) stake by 0.24% in Q1 2026, buying an estimated $842 and bringing the position to 5,106 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #750.

Western Wealth Management first reported a position in WPC in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.34M in Q3 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Western Wealth Management held 5,106 shares of W.P. Carey worth $347K as of Q1 2026.
  • Western Wealth Management bought 12 W.P. Carey shares in Q1 2026, an estimated $842.
  • W.P. Carey made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #750 holding.
  • Western Wealth Management first reported a position in W.P. Carey in Q4 2018 and has held it in 23 quarters since.
  • Western Wealth Management's W.P. Carey position peaked at $1.34M in Q3 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.