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World Investment Advisors’s W.P. Carey WPC Stock Holding History

World Investment 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 		$843K Sell
12,398
-71
-0.6% -$4.98K 0.01% 775
2025
Q4 		$802K Buy
12,469
+4,314
+53% +$287K 0.01% 762
2025
Q3 		$551K Buy
8,155
+1,252
+18% +$82K 0.01% 742
2025
Q2 		$431K Sell
6,903
-6
-0.1% -$369 0.01% 788
2025
Q1 		$436K Buy
6,909
+284
+4% +$16.8K 0.01% 732
2024
Q4 		$361K Buy
+6,625
New +$377K 0.01% 754

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

World Investment Advisors's WPC Position: Q1 2026 in Review

World Investment Advisors reduced its W.P. Carey (WPC) stake by 0.57% in Q1 2026, selling an estimated $4.98K and leaving 12,398 shares worth $843K. The position accounts for 0.01% of the portfolio, ranked #775.

World Investment Advisors first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • World Investment Advisors held 12,398 shares of W.P. Carey worth $843K as of Q1 2026.
  • World Investment Advisors sold 71 W.P. Carey shares in Q1 2026, an estimated $4.98K.
  • W.P. Carey made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #775 holding.
  • World Investment Advisors first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.