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

Cheviot Value Management’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	$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

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

Cheviot Value Management's WPC Position: Q1 2026 in Review

Cheviot Value Management held its W.P. Carey (WPC) position steady in Q1 2026 at 608 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Cheviot Value Management first reported a position in WPC in Q1 2025 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Cheviot Value Management held 608 shares of W.P. Carey worth $41.3K as of Q1 2026.
Cheviot Value Management left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up ﹤0.01% of Cheviot Value Management's portfolio in Q1 2026, its #208 holding.
Cheviot Value Management first reported a position in W.P. Carey in Q1 2025 and has held it in 5 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.