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BOK Financial’s W.P. Carey WPC Stock Holding History

BOK Financial’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
Q2 		$2.07K Buy
+29
New +$2.13K ﹤0.01% 1087
2025
Q3 		– Sell
-68
Closed -$4.24K – 1227
2025
Q2 		$4.24K Hold
68
– – ﹤0.01% 1010
2025
Q1 		$4.29K Hold
68
– – ﹤0.01% 1054
2024
Q4 		$3.66K Sell
68
-3
-4% -$171 ﹤0.01% 1077
2024
Q3 		$4.33K Sell
71
-212
-75% -$12.6K ﹤0.01% 1081
2024
Q2 		$15.6K Hold
283
– – ﹤0.01% 925
2024
Q1 		$15.9K Sell
283
-500
-64% -$29.9K ﹤0.01% 925
2023
Q4 		$50.7K Buy
783
+494
+171% +$28.5K ﹤0.01% 806
2023
Q3 		$15.2K Buy
289
+241
+502% +$15.4K ﹤0.01% 870
2023
Q2 		$3.17K Hold
48
– – ﹤0.01% 1008
2023
Q1 		$3.64K Buy
+48
New +$3.83K ﹤0.01% 1078
2015
Q2 		– Sell
-3,898
Closed -$260K – 892
2015
Q1 		$260K Buy
+3,898
New +$268K 0.01% 713
2014
Q4 		– Sell
-3,310
Closed -$206K – 800
2014
Q3 		$206K Buy
+3,310
New +$217K 0.01% 796

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BOK Financial's WPC Position: Q2 2026 in Review

BOK Financial opened a new position in W.P. Carey (WPC) in Q2 2026: 29 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings. This is a return to the name: BOK Financial previously reported a position in WPC as recently as Q2 2025.

BOK Financial first reported a position in WPC in Q3 2014 and has held it in 13 quarters since. The position peaked at $260K in Q1 2015. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • BOK Financial held 29 shares of W.P. Carey worth $2.07K as of Q2 2026.
  • W.P. Carey was a new BOK Financial position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #1087 holding.
  • BOK Financial first reported a position in W.P. Carey in Q3 2014 and has held it in 13 quarters since.
  • BOK Financial's W.P. Carey position peaked at $260K in Q1 2015.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.