B. Metzler seel. Sohn & Co’s W.P. Carey WPC Stock Holding History

B. Metzler seel. Sohn & Co’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	7,944 +2,299	+41%	+$168K	﹤0.01%	643
2026 Q1	$384K	Hold	5,645	–	–	﹤0.01%	661
2025 Q4	$363K	Hold	5,645	–	–	﹤0.01%	674
2025 Q3	$381K	Hold	5,645	–	–	﹤0.01%	676
2025 Q2	$352K	Hold	5,645	–	–	﹤0.01%	680
2025 Q1	$356K	Sell	5,645 -4,634	-45%	-$274K	﹤0.01%	671
2024 Q4	$560K	Hold	10,279	–	–	0.01%	632
2024 Q3	$640K	Hold	10,279	–	–	0.01%	614
2024 Q2	$566K	Buy	10,279 +277	+3%	+$15.6K	0.01%	623
2024 Q1	$565K	Buy	10,002 +4,634	+86%	+$277K	0.01%	605
2023 Q4	$348K	Sell	5,368 -113	-2%	-$6.51K	﹤0.01%	653
2023 Q3	$290K	Buy	5,481 +1,230	+29%	+$78.8K	﹤0.01%	648
2023 Q2	$281K	Hold	4,251	–	–	﹤0.01%	657
2023 Q1	$323K	Hold	4,251	–	–	0.01%	615
2022 Q4	$325K	Hold	4,251	–	–	0.01%	616
2022 Q3	$291K	Buy	4,251 +193	+5%	+$15.8K	0.01%	638
2022 Q2	$329K	Hold	4,058	–	–	0.01%	630
2022 Q1	$321K	Hold	4,058	–	–	﹤0.01%	677
2021 Q4	$326K	Buy	+4,058	New	+$311K	﹤0.01%	633

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

B. Metzler seel. Sohn & Co's WPC Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co increased its W.P. Carey (WPC) stake by 41% in Q2 2026, buying an estimated $168K and bringing the position to 7,944 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

B. Metzler seel. Sohn & Co first reported a position in WPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $640K in Q3 2024. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

B. Metzler seel. Sohn & Co held 7,944 shares of W.P. Carey worth $568K as of Q2 2026.
B. Metzler seel. Sohn & Co bought 2,299 W.P. Carey shares in Q2 2026, an estimated $168K.
W.P. Carey made up ﹤0.01% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #643 holding.
B. Metzler seel. Sohn & Co first reported a position in W.P. Carey in Q4 2021 and has held it in 19 quarters since.
B. Metzler seel. Sohn & Co's W.P. Carey position peaked at $640K in Q3 2024.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.