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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
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 $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

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

Brookwood Investment Group reduced its W.P. Carey (WPC) stake by 3.2% in Q1 2026, selling an estimated $20K and leaving 8,651 shares worth $588K. The position accounts for 0.07% of the portfolio, ranked #256.

Brookwood Investment Group first reported a position in WPC in Q1 2025 and has held it in 5 quarters since. The position peaked at $594K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Brookwood Investment Group held 8,651 shares of W.P. Carey worth $588K as of Q1 2026.
  • Brookwood Investment Group sold 285 W.P. Carey shares in Q1 2026, an estimated $20K.
  • W.P. Carey made up 0.07% of Brookwood Investment Group's portfolio in Q1 2026, its #256 holding.
  • Brookwood Investment Group first reported a position in W.P. Carey in Q1 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's W.P. Carey position peaked at $594K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.