AlphaGrep UK’s W.P. Carey WPC Stock Holding History

AlphaGrep UK’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 Q2	$568K	Buy	+7,938	New	+$582K	0.17%	182
2026 Q1	–	Sell	-4,446	Closed	-$286K	–	941
2025 Q4	$286K	Buy	+4,446	New	+$296K	0.1%	457

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AlphaGrep UK's WPC Position: Q2 2026 in Review

AlphaGrep UK opened a new position in W.P. Carey (WPC) in Q2 2026: 7,938 shares worth $568K. The stake represents 0.17% of the portfolio and ranks #182 among its holdings. This is a return to the name: AlphaGrep UK previously reported a position in WPC as recently as Q4 2025.

AlphaGrep UK first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. 850 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

AlphaGrep UK held 7,938 shares of W.P. Carey worth $568K as of Q2 2026.
W.P. Carey was a new AlphaGrep UK position in Q2 2026.
W.P. Carey made up 0.17% of AlphaGrep UK's portfolio in Q2 2026, its #182 holding.
AlphaGrep UK first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
850 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.