Caitlin John’s W.P. Carey WPC Stock Holding History

Caitlin John’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	$1.75K	Buy	26 +1	+4%	+$70	﹤0.01%	725
2025 Q4	$1.64K	Hold	25	–	–	﹤0.01%	744
2025 Q3	$1.69K	Buy	+25	New	+$1.64K	﹤0.01%	706
2025 Q1	–	Sell	-28	Closed	-$1.5K	–	809
2024 Q4	$1.5K	Hold	28	–	–	﹤0.01%	692
2024 Q3	$1.53K	Buy	28 +1	+4%	+$59	﹤0.01%	688
2024 Q2	$1.47K	Buy	27 +1	+4%	+$56	﹤0.01%	687
2024 Q1	$1.49K	Hold	26	–	–	﹤0.01%	720
2023 Q4	$1.71K	Buy	+26	New	+$1.5K	﹤0.01%	700

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Caitlin John's WPC Position: Q1 2026 in Review

Caitlin John increased its W.P. Carey (WPC) stake by 4% in Q1 2026, buying an estimated $70 and bringing the position to 26 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Caitlin John first reported a position in WPC in Q4 2023 and has held it in 8 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Caitlin John held 26 shares of W.P. Carey worth $1.75K as of Q1 2026.
Caitlin John bought 1 W.P. Carey share in Q1 2026, an estimated $70.
W.P. Carey made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #725 holding.
Caitlin John first reported a position in W.P. Carey in Q4 2023 and has held it in 8 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.