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AXQ Capital’s W.P. Carey WPC Stock Holding History

AXQ Capital’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 		$1.08M Sell
15,051
-2,642
-15% -$194K 0.12% 266
2026
Q1 		$1.2M Buy
17,693
+11,748
+198% +$824K 0.15% 204
2025
Q4 		$383K Buy
+5,945
New +$396K 0.09% 355

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AXQ Capital's WPC Position: Q2 2026 in Review

AXQ Capital reduced its W.P. Carey (WPC) stake by 15% in Q2 2026, selling an estimated $194K and leaving 15,051 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #266.

AXQ Capital first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q1 2026. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • AXQ Capital held 15,051 shares of W.P. Carey worth $1.08M as of Q2 2026.
  • AXQ Capital sold 2,642 W.P. Carey shares in Q2 2026, an estimated $194K.
  • W.P. Carey made up 0.12% of AXQ Capital's portfolio in Q2 2026, its #266 holding.
  • AXQ Capital first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • AXQ Capital's W.P. Carey position peaked at $1.2M in Q1 2026.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.