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Battery Global Advisors’s W.P. Carey WPC Stock Holding History

Battery Global Advisors’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 		$252K Hold
3,655
– – 0.14% 39
2025
Q4 		$239K Hold
3,655
– – 0.11% 40
2025
Q3 		$250K Hold
3,655
– – 0.12% 34
2025
Q2 		$231K Hold
3,655
– – 0.11% 35
2025
Q1 		$234K Hold
3,655
– – 0.13% 34
2024
Q4 		$202K Hold
3,655
– – 0.11% 37
2024
Q3 		$231K Buy
+3,655
New +$217K 0.13% 35

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Battery Global Advisors's WPC Position: Q1 2026 in Review

Battery Global Advisors held its W.P. Carey (WPC) position steady in Q1 2026 at 3,655 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #39.

Battery Global Advisors first reported a position in WPC in Q3 2024 and has held it in 7 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Battery Global Advisors held 3,655 shares of W.P. Carey worth $252K as of Q1 2026.
  • Battery Global Advisors left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up 0.14% of Battery Global Advisors's portfolio in Q1 2026, its #39 holding.
  • Battery Global Advisors first reported a position in W.P. Carey in Q3 2024 and has held it in 7 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.