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Columbia Asset Management’s W.P. Carey WPC Stock Holding History

Columbia Asset 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
2025
Q1 		– Sell
-46,000
Closed -$45.5K – 280
2024
Q4 		$45.5K Buy
+46,000
New +$2.62M 0.01% 239

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

Columbia Asset Management's WPC Position: Q1 2026 in Review

Columbia Asset Management reduced its W.P. Carey (WPC) stake by 4.1% in Q1 2026, selling an estimated $10.5K and leaving 3,475 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #158.

Columbia Asset Management first reported a position in WPC in Q4 2013 and has held it in 44 quarters since. The position peaked at $1.34M in Q3 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Columbia Asset Management held 3,475 shares of W.P. Carey worth $236K as of Q1 2026.
  • Columbia Asset Management sold 150 W.P. Carey shares in Q1 2026, an estimated $10.5K.
  • W.P. Carey made up 0.05% of Columbia Asset Management's portfolio in Q1 2026, its #158 holding.
  • Columbia Asset Management first reported a position in W.P. Carey in Q4 2013 and has held it in 44 quarters since.
  • Columbia Asset Management's W.P. Carey position peaked at $1.34M in Q3 2019.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.