Bridgewater Associates’s W.P. Carey WPC Stock Holding History

Bridgewater Associates’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	–	Sell	-7,392	Closed	-$502K	–	1191
2026 Q1	$502K	Sell	7,392 -26,311	-78%	-$1.85M	﹤0.01%	884
2025 Q4	$2.17M	Buy	+33,703	New	+$2.24M	0.01%	746
2025 Q3	–	Sell	-4,429	Closed	-$276K	–	1075
2025 Q2	$276K	Buy	+4,429	New	+$273K	﹤0.01%	564
2024 Q1	–	Sell	-22,329	Closed	-$1.45M	–	806
2023 Q4	$1.45M	Buy	22,329 +9,358	+72%	+$539K	0.01%	575
2023 Q3	$687K	Sell	12,971 -14,301	-52%	-$916K	﹤0.01%	658
2023 Q2	$1.8M	Buy	27,272 +19,699	+260%	+$1.37M	0.01%	486
2023 Q1	$574K	Buy	+7,573	New	+$603K	﹤0.01%	633
2021 Q3	–	Sell	-6,747	Closed	-$493K	–	806
2021 Q2	$493K	Sell	6,747 -1,847	-21%	-$135K	﹤0.01%	652
2021 Q1	$596K	Buy	+8,594	New	+$576K	0.01%	357
2019 Q3	–	Sell	-10,406	Closed	-$827K	–	400
2019 Q2	$827K	Buy	+10,406	New	+$824K	0.01%	244

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bridgewater Associates's WPC Position: Q2 2026 in Review

Bridgewater Associates sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 7,392 shares — an estimated $502K sold.

Bridgewater Associates first reported a position in WPC in Q2 2019 and held it in 10 quarters. The position peaked at $2.17M in Q4 2025. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Bridgewater Associates reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
Bridgewater Associates sold 7,392 W.P. Carey shares in Q2 2026, an estimated $502K.
Bridgewater Associates first reported a position in W.P. Carey in Q2 2019 and held it in 10 quarters.
Bridgewater Associates's W.P. Carey position peaked at $2.17M in Q4 2025.
905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.