Bank Julius Baer & Co’s W.P. Carey WPC Stock Holding History

Bank Julius Baer & 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 Q1	$49.2K	Buy	+724	New	+$50.8K	﹤0.01%	601
2023 Q3	–	Sell	-805	Closed	-$53K	–	582
2023 Q2	$53K	Sell	805 -11	-1%	-$765	﹤0.01%	495
2023 Q1	$62K	Sell	816 -1	-0.1%	-$80	﹤0.01%	510
2022 Q4	$63K	Buy	817 +9	+1%	+$676	﹤0.01%	503
2022 Q3	$55K	Sell	808 -14	-2%	-$1.15K	﹤0.01%	499
2022 Q2	$67K	Sell	822 -508	-38%	-$41K	﹤0.01%	513
2022 Q1	$105K	Buy	+1,330	New	+$102K	﹤0.01%	482
2020 Q3	–	Sell	-615	Closed	-$41K	–	783
2020 Q2	$41K	Sell	615 -2,442	-80%	-$152K	﹤0.01%	580
2020 Q1	$174K	Buy	+3,057	New	+$232K	﹤0.01%	411

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

Bank Julius Baer & Co's WPC Position: Q1 2026 in Review

Bank Julius Baer & Co opened a new position in W.P. Carey (WPC) in Q1 2026: 724 shares worth $49.2K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Bank Julius Baer & Co previously reported a position in WPC as recently as Q2 2023.

Bank Julius Baer & Co first reported a position in WPC in Q1 2020 and has held it in 9 quarters since. The position peaked at $174K in Q1 2020. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Bank Julius Baer & Co held 724 shares of W.P. Carey worth $49.2K as of Q1 2026.
W.P. Carey was a new Bank Julius Baer & Co position in Q1 2026.
W.P. Carey made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #601 holding.
Bank Julius Baer & Co first reported a position in W.P. Carey in Q1 2020 and has held it in 9 quarters since.
Bank Julius Baer & Co's W.P. Carey position peaked at $174K in Q1 2020.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.