Cheviot Value Management’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$72.1K Buy
1,008
+400
+66% +$29.3K 0.01% 187
2026
Q1
$41.3K Hold
608
﹤0.01% 208
2025
Q4
$41.3K Hold
608
﹤0.01% 207
2025
Q3
$40.2K Hold
608
﹤0.01% 222
2025
Q2
$40.1K Hold
608
﹤0.01% 200
2025
Q1
$37.4K Buy
+608
New +$36K ﹤0.01% 197

Other funds holding WPC

Cheviot Value Management's WPC Position: Q2 2026 in Review

Cheviot Value Management increased its W.P. Carey (WPC) stake by 66% in Q2 2026, buying an estimated $29.3K and bringing the position to 1,008 shares worth $72.1K. The position accounts for 0.01% of the portfolio, ranked #187.

Cheviot Value Management first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Cheviot Value Management held 1,008 shares of W.P. Carey worth $72.1K as of Q2 2026.
  • Cheviot Value Management bought 400 W.P. Carey shares in Q2 2026, an estimated $29.3K.
  • W.P. Carey made up 0.01% of Cheviot Value Management's portfolio in Q2 2026, its #187 holding.
  • Cheviot Value Management first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.