AlphaQuest’s W.P. Carey WPC Stock Holding History

AlphaQuest’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	–	Sell	-28,339	Closed	-$1.82M	–	2104
2025 Q4	$1.82M	Buy	28,339 +10,982	+63%	+$731K	0.1%	223
2025 Q3	$1.17M	Hold	17,357	–	–	0.08%	372
2025 Q2	$1.08M	Sell	17,357 -4,327	-20%	-$266K	0.11%	276
2025 Q1	$1.37M	Buy	21,684 +217	+1%	+$12.8K	0.15%	195
2024 Q4	$1.17M	Sell	21,467 -87,281	-80%	-$4.97M	0.16%	197
2024 Q3	$6.78M	Buy	108,748 +95,918	+748%	+$5.69M	0.6%	2
2024 Q2	$706K	Buy	12,830 +12,820	+128,200%	+$723K	0.1%	345
2024 Q1	$564	Buy	+10	New	+$599	﹤0.01%	1485

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AlphaQuest's WPC Position: Q1 2026 in Review

AlphaQuest sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 28,339 shares — an estimated $1.82M sold.

AlphaQuest first reported a position in WPC in Q1 2024 and held it in 8 quarters. The position peaked at $6.78M in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

AlphaQuest reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 28,339 W.P. Carey shares in Q1 2026, an estimated $1.82M.
AlphaQuest first reported a position in W.P. Carey in Q1 2024 and held it in 8 quarters.
AlphaQuest's W.P. Carey position peaked at $6.78M in Q3 2024.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.