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

Brookwood 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
Q2 		$585K Sell
8,183
-468
-5% -$34.3K 0.07% 276
2026
Q1 		$588K Sell
8,651
-285
-3% -$20K 0.07% 256
2025
Q4 		$575K Buy
8,936
+149
+2% +$9.92K 0.07% 257
2025
Q3 		$594K Sell
8,787
-386
-4% -$25.3K 0.08% 236
2025
Q2 		$572K Buy
9,173
+329
+4% +$20.3K 0.09% 213
2025
Q1 		$558K Buy
+8,844
New +$524K 0.1% 206

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 $3.38T AUM 44.17% 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

Brookwood Investment Group's WPC Position: Q2 2026 in Review

Brookwood Investment Group reduced its W.P. Carey (WPC) stake by 5.4% in Q2 2026, selling an estimated $34.3K and leaving 8,183 shares worth $585K. The position accounts for 0.07% of the portfolio, ranked #276.

Brookwood Investment Group first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. The position peaked at $594K in Q3 2025. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Brookwood Investment Group held 8,183 shares of W.P. Carey worth $585K as of Q2 2026.
  • Brookwood Investment Group sold 468 W.P. Carey shares in Q2 2026, an estimated $34.3K.
  • W.P. Carey made up 0.07% of Brookwood Investment Group's portfolio in Q2 2026, its #276 holding.
  • Brookwood Investment Group first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's W.P. Carey position peaked at $594K in Q3 2025.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.