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Brown Brothers Harriman & Co’s W.P. Carey WPC Stock Holding History

Brown Brothers Harriman & Co’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 		$17.3K Sell
254
-80
-24% -$5.61K ﹤0.01% 1249
2025
Q4 		$21.5K Sell
334
-1,102
-77% -$73.4K ﹤0.01% 1194
2025
Q3 		$97K Buy
1,436
+102
+8% +$6.68K ﹤0.01% 877
2025
Q2 		$83.2K Sell
1,334
-1,637
-55% -$101K ﹤0.01% 832
2025
Q1 		$188K Hold
2,971
– – ﹤0.01% 573
2024
Q4 		$162K Buy
2,971
+1,765
+146% +$101K ﹤0.01% 614
2024
Q3 		$75.1K Buy
1,206
+80
+7% +$4.74K ﹤0.01% 743
2024
Q2 		$62K Sell
1,126
-76
-6% -$4.28K ﹤0.01% 733
2024
Q1 		$67.8K Hold
1,202
– – ﹤0.01% 711
2023
Q4 		$77.9K Sell
1,202
-25
-2% -$1.44K ﹤0.01% 660
2023
Q3 		$65K Buy
1,227
+77
+7% +$4.93K ﹤0.01% 672
2023
Q2 		$76.1K Hold
1,150
– – ﹤0.01% 647
2023
Q1 		$87.2K Hold
1,150
– – ﹤0.01% 641
2022
Q4 		$88K Sell
1,150
-380
-25% -$28.5K ﹤0.01% 616
2022
Q3 		$105K Buy
1,530
+318
+26% +$26K ﹤0.01% 584
2022
Q2 		$98K Buy
1,212
+191
+19% +$15.4K ﹤0.01% 583
2022
Q1 		$81K Hold
1,021
– – ﹤0.01% 665
2021
Q4 		$82 Hold
1,021
– – ﹤0.01% 623
2021
Q3 		$73 Hold
1,021
– – ﹤0.01% 617
2021
Q2 		$75 Hold
1,021
– – ﹤0.01% 605
2021
Q1 		$71 Hold
1,021
– – ﹤0.01% 586
2020
Q4 		$71K Hold
1,021
– – ﹤0.01% 611
2020
Q3 		$65K Hold
1,021
– – ﹤0.01% 541
2020
Q2 		$68K Hold
1,021
– – ﹤0.01% 539
2020
Q1 		$58K Hold
1,021
– – ﹤0.01% 518
2019
Q4 		$80K Sell
1,021
-12
-1% -$1K ﹤0.01% 596
2019
Q3 		$91K Hold
1,033
– – ﹤0.01% 555
2019
Q2 		$82K Buy
1,033
+12
+1% +$951 ﹤0.01% 522
2019
Q1 		$78K Hold
1,021
– – ﹤0.01% 518
2018
Q4 		$65K Hold
1,021
– – ﹤0.01% 492
2018
Q3 		$64K Buy
+1,021
New +$65.7K ﹤0.01% 497

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

Brown Brothers Harriman & Co's WPC Position: Q1 2026 in Review

Brown Brothers Harriman & Co reduced its W.P. Carey (WPC) stake by 24% in Q1 2026, selling an estimated $5.61K and leaving 254 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Brown Brothers Harriman & Co first reported a position in WPC in Q3 2018 and has held it in 31 quarters since. The position peaked at $188K in Q1 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Brown Brothers Harriman & Co held 254 shares of W.P. Carey worth $17.3K as of Q1 2026.
  • Brown Brothers Harriman & Co sold 80 W.P. Carey shares in Q1 2026, an estimated $5.61K.
  • W.P. Carey made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q1 2026, its #1249 holding.
  • Brown Brothers Harriman & Co first reported a position in W.P. Carey in Q3 2018 and has held it in 31 quarters since.
  • Brown Brothers Harriman & Co's W.P. Carey position peaked at $188K in Q1 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2026, filed 14 May 2026.