WPC WP CAREY INC

Ownership history in Armstrong, Fleming & Moore, Inc  ·  11 quarters on record

AI Ownership Summary

Armstrong, Fleming & Moore, Inc reported WP CAREY INC (WPC) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.05% in 2023 Q4. The latest visible filing shows WPC at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Armstrong, Fleming & Moore, Inc's position in WP CAREY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WPC was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.05% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Armstrong, Fleming & Moore, Inc held WPC — position size vs. price
% of Fund (quarterly)    WPC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 7,327 0% 0.21% $498K 2026-04-13 $71.21
2025 Q4 REDUCED 7,327 -80 -1.1% 0.22% $472K 2026-01-16 $69.30
2025 Q3 REDUCED 7,407 -708 -8.7% 0.24% $500K 2025-10-20 $66.78
2025 Q2 REDUCED 8,115 -1,139 -12.3% 0.27% $506K 2025-07-23 $60.86
2024 Q4 REDUCED 9,254 -43,569 -82.5% 0.31% $504K 2025-02-05 $52.16
2024 Q3 REDUCED 52,823 -3,325 -5.9% 1.92% $3.3M 2024-10-16 $54.96
2024 Q2 REDUCED 56,148 -6,316 -10.1% 1.98% $3.1M 2024-07-23 $53.34
2024 Q1 REDUCED 62,464 -40 -0.1% 2.44% $3.5M 2024-04-23 $50.13
2023 Q4 REDUCED 62,504 -651 -1.0% 3.05% $4.1M 2024-02-06 $53.18
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Armstrong, Fleming & Moore, Inc and WPC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Armstrong, Fleming & Moore, Inc reported owning WPC?

Armstrong, Fleming & Moore, Inc reported WPC across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WPC position in Armstrong, Fleming & Moore, Inc's portfolio?

The largest reported portfolio weight for WPC was 3.05% in 2023 Q4.

What is the latest reported WPC position on this page?

The most recent filing on this page is 2026 Q1, when Armstrong, Fleming & Moore, Inc reported 7,327 shares, equal to 0.21% of portfolio, with an estimated market value of $498K.

What does the chart on this WPC ownership page compare?

The chart compares Armstrong, Fleming & Moore, Inc's quarterly WPC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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