Blume Capital Management’s W.P. Carey WPC Stock Holding History

Blume Capital Management’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	$8.66K	Hold	134	–	–	﹤0.01%	283
2026 Q2	$9.6K	Hold	134	–	–	﹤0.01%	286
2026 Q1	$9.11K	Hold	134	–	–	﹤0.01%	277
2025 Q4	$8.62K	Hold	134	–	–	﹤0.01%	268
2025 Q3	$9.06K	Hold	134	–	–	﹤0.01%	280
2025 Q2	$8.36K	Sell	134 -5	-4%	-$308	﹤0.01%	292
2025 Q1	$8.77K	Buy	139 +5	+4%	+$296	﹤0.01%	272
2024 Q4	$7.3K	Hold	134	–	–	﹤0.01%	273
2024 Q3	$8.35K	Hold	134	–	–	﹤0.01%	279
2024 Q2	$7.38K	Hold	134	–	–	﹤0.01%	263
2024 Q1	$7.56K	Hold	134	–	–	﹤0.01%	259
2023 Q4	$8.68K	Sell	134 -140	-51%	-$8.06K	﹤0.01%	253
2023 Q3	$14.5K	Hold	274	–	–	﹤0.01%	229
2023 Q2	$18.1K	Hold	274	–	–	0.01%	219
2023 Q1	$20.8K	Hold	274	–	–	0.01%	209
2022 Q4	$20.9K	Hold	274	–	–	0.01%	209
2022 Q3	$19K	Buy	+274	New	+$22.4K	0.01%	206

Other funds holding WPC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Blume Capital Management's WPC Position: Q3 2026 in Review

Blume Capital Management held its W.P. Carey (WPC) position steady in Q3 2026 at 134 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Blume Capital Management first reported a position in WPC in Q3 2022 and has held it in 17 quarters since. The position peaked at $20.9K in Q4 2022. 497 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Blume Capital Management held 134 shares of W.P. Carey worth $8.66K as of Q3 2026.
Blume Capital Management left its W.P. Carey share count unchanged in Q3 2026.
W.P. Carey made up ﹤0.01% of Blume Capital Management's portfolio in Q3 2026, its #283 holding.
Blume Capital Management first reported a position in W.P. Carey in Q3 2022 and has held it in 17 quarters since.
Blume Capital Management's W.P. Carey position peaked at $20.9K in Q4 2022.
497 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Blume Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.