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 Q2	$1.13K	Sell	16 -10	-38%	-$733	﹤0.01%	853
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Caitlin John's WPC Position: Q2 2026 in Review

Caitlin John reduced its W.P. Carey (WPC) stake by 38% in Q2 2026, selling an estimated $733 and leaving 16 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Caitlin John first reported a position in WPC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.75K in Q1 2026. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Caitlin John held 16 shares of W.P. Carey worth $1.13K as of Q2 2026.
Caitlin John sold 10 W.P. Carey shares in Q2 2026, an estimated $733.
W.P. Carey made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #853 holding.
Caitlin John first reported a position in W.P. Carey in Q4 2023 and has held it in 9 quarters since.
Caitlin John's W.P. Carey position peaked at $1.75K in Q1 2026.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.