Bank of America’s W.P. Carey WPC Stock Holding History

Bank of America’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
2025 Q1	–	Sell	-1,000	Closed	-$54.5K	–	8586
2024 Q4	$54.5K	Buy	+1,000	New	+$57K	﹤0.01%	6607

Other funds holding WPC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Bank of America's WPC Position: Q1 2026 in Review

Bank of America increased its W.P. Carey (WPC) stake by 2.4% in Q1 2026, buying an estimated $2.21M and bringing the position to 1,365,724 shares worth $92.8M. The position accounts for 0.01% of the portfolio, ranked #1172.

Bank of America first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. 868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Bank of America held 1,365,724 shares of W.P. Carey worth $92.8M as of Q1 2026.
Bank of America bought 31,476 W.P. Carey shares in Q1 2026, an estimated $2.21M.
W.P. Carey made up 0.01% of Bank of America's portfolio in Q1 2026, its #1172 holding.
Bank of America first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.