Birchbrook
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Birchbrook’s W.P. Carey WPC Stock Holding History

Birchbrook’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
Q3 		$5.17K Hold
80
– – ﹤0.01% 225
2026
Q2 		$5.72K Hold
80
– – ﹤0.01% 228
2026
Q1 		$5.44K Hold
80
– – ﹤0.01% 227
2025
Q4 		$5.15K Hold
80
– – ﹤0.01% 241
2025
Q3 		$5.41K Hold
80
– – ﹤0.01% 211
2025
Q2 		$4.99K Hold
80
– – ﹤0.01% 217
2025
Q1 		$5.05K Hold
80
– – ﹤0.01% 209
2024
Q4 		$4.36K Hold
80
– – ﹤0.01% 234
2024
Q3 		$4.98K Buy
+80
New +$4.74K ﹤0.01% 215

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Birchbrook's WPC Position: Q3 2026 in Review

Birchbrook held its W.P. Carey (WPC) position steady in Q3 2026 at 80 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Birchbrook first reported a position in WPC in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.72K in Q2 2026. 321 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Birchbrook held 80 shares of W.P. Carey worth $5.17K as of Q3 2026.
  • Birchbrook left its W.P. Carey share count unchanged in Q3 2026.
  • W.P. Carey made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #225 holding.
  • Birchbrook first reported a position in W.P. Carey in Q3 2024 and has held it in 9 quarters since.
  • Birchbrook's W.P. Carey position peaked at $5.72K in Q2 2026.
  • 321 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.