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Brooklyn Investment Group’s W.P. Carey WPC Stock Holding History

Brooklyn Investment 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 		$1.14M Buy
16,789
+9,592
+133% +$673K 0.04% 492
2025
Q4 		$466K Buy
+7,197
New +$479K 0.02% 719
2025
Q3 		– Sell
-2,441
Closed -$152K – 2707
2025
Q2 		$152K Buy
2,441
+1,794
+277% +$110K 0.02% 734
2025
Q1 		$40.8K Buy
647
+117
+22% +$6.93K 0.01% 872
2024
Q4 		$28.9K Buy
530
+147
+38% +$8.38K 0.01% 667
2024
Q3 		$23.9K Buy
+383
New +$22.7K 0.01% 625

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brooklyn Investment Group's WPC Position: Q1 2026 in Review

Brooklyn Investment Group increased its W.P. Carey (WPC) stake by 133% in Q1 2026, buying an estimated $673K and bringing the position to 16,789 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #492.

Brooklyn Investment Group first reported a position in WPC in Q3 2024 and has held it in 6 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Brooklyn Investment Group held 16,789 shares of W.P. Carey worth $1.14M as of Q1 2026.
  • Brooklyn Investment Group bought 9,592 W.P. Carey shares in Q1 2026, an estimated $673K.
  • W.P. Carey made up 0.04% of Brooklyn Investment Group's portfolio in Q1 2026, its #492 holding.
  • Brooklyn Investment Group first reported a position in W.P. Carey in Q3 2024 and has held it in 6 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.