Bessemer Group’s W.P. Carey WPC Stock Holding History

Bessemer Group’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	$156K	Sell	2,286 -94	-4%	-$6.59K	﹤0.01%	1442
2025 Q4	$153K	Buy	2,380 +1,332	+127%	+$88.7K	﹤0.01%	1408
2025 Q3	$71K	Buy	1,048 +14	+1%	+$916	﹤0.01%	1346
2025 Q2	$64K	Buy	1,034 +193	+23%	+$11.9K	﹤0.01%	1282
2025 Q1	$53K	Buy	841 +100	+13%	+$5.92K	﹤0.01%	1304
2024 Q4	$40K	Buy	741 +402	+119%	+$22.9K	﹤0.01%	1330
2024 Q3	$21K	Sell	339 -71	-17%	-$4.21K	﹤0.01%	1492
2024 Q2	$22K	Buy	410 +61	+17%	+$3.44K	﹤0.01%	1380
2024 Q1	$19K	Sell	349 -3,318	-90%	-$199K	﹤0.01%	1442
2023 Q4	$237K	Sell	3,667 -86	-2%	-$4.96K	﹤0.01%	1006
2023 Q3	$198K	Sell	3,753 -2,441	-39%	-$156K	﹤0.01%	1037
2023 Q2	$410K	Sell	6,194 -5,338	-46%	-$371K	﹤0.01%	870
2023 Q1	$875K	Sell	11,532 -4,023	-26%	-$321K	﹤0.01%	608
2022 Q4	$1.19M	Hold	15,555	–	–	﹤0.01%	550
2022 Q3	$1.06M	Sell	15,555 -42,246	-73%	-$3.46M	﹤0.01%	568
2022 Q2	$4.69M	Buy	57,801 +21	+0%	+$1.7K	0.01%	310
2022 Q1	$4.57M	Buy	57,780 +5	+0%	+$384	0.01%	258
2021 Q4	$4.64M	Hold	57,775	–	–	0.01%	254
2021 Q3	$4.13M	Buy	57,775 +4,022	+7%	+$306K	0.01%	256
2021 Q2	$3.93M	Buy	53,753 +8,829	+20%	+$646K	0.01%	266
2021 Q1	$3.11M	Hold	44,924	–	–	0.01%	282
2020 Q4	$3.11M	Hold	44,924	–	–	0.01%	269
2020 Q3	$2.87M	Hold	44,924	–	–	0.01%	292
2020 Q2	$2.98M	Hold	44,924	–	–	0.01%	388
2020 Q1	$2.56M	Hold	44,924	–	–	0.01%	386
2019 Q4	$3.52M	Hold	44,924	–	–	0.01%	417
2019 Q3	$3.94M	Sell	44,924 -77,569	-63%	-$6.61M	0.01%	351
2019 Q2	$9.74M	Hold	122,493	–	–	0.03%	237
2019 Q1	$9.4M	Buy	122,493 +43,437	+55%	+$3.13M	0.04%	209
2018 Q4	$5.06M	Sell	79,056 -10,775	-12%	-$701K	0.02%	224
2018 Q3	$5.66M	Sell	89,831 -1,916	-2%	-$123K	0.02%	256
2018 Q2	$5.96M	Hold	91,747	–	–	0.02%	249
2018 Q1	$5.57M	Buy	91,747 +87,663	+2,146%	+$5.4M	0.02%	276
2017 Q4	$276K	Hold	4,084	–	–	﹤0.01%	953
2017 Q3	$270K	Hold	4,084	–	–	﹤0.01%	995
2017 Q2	$264K	Hold	4,084	–	–	﹤0.01%	1004
2017 Q1	$249K	Hold	4,084	–	–	﹤0.01%	1040
2016 Q4	$236K	Hold	4,084	–	–	﹤0.01%	1051
2016 Q3	$258K	Hold	4,084	–	–	﹤0.01%	926
2016 Q2	$278K	Hold	4,084	–	–	﹤0.01%	625
2016 Q1	$249K	Hold	4,084	–	–	﹤0.01%	650
2015 Q4	$236K	Buy	+4,084	New	+$245K	﹤0.01%	718

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

Bessemer Group's WPC Position: Q1 2026 in Review

Bessemer Group reduced its W.P. Carey (WPC) stake by 3.9% in Q1 2026, selling an estimated $6.59K and leaving 2,286 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Bessemer Group first reported a position in WPC in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.74M in Q2 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Bessemer Group held 2,286 shares of W.P. Carey worth $156K as of Q1 2026.
Bessemer Group sold 94 W.P. Carey shares in Q1 2026, an estimated $6.59K.
W.P. Carey made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1442 holding.
Bessemer Group first reported a position in W.P. Carey in Q4 2015 and has held it in 42 quarters since.
Bessemer Group's W.P. Carey position peaked at $9.74M in Q2 2019.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.