Covestor
WPC icon

Covestor’s W.P. Carey WPC Stock Holding History

Covestor’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
Q3 		$22K Buy
332
+14
+4% +$993 0.01% 1084
2026
Q2 		$23K Sell
318
-27
-8% -$1.98K 0.01% 1134
2026
Q1 		$24K Sell
345
-18
-5% -$1.26K 0.02% 1048
2025
Q4 		$24K Buy
363
+30
+9% +$2K 0.01% 1216
2025
Q3 		$23K Sell
333
-73
-18% -$4.78K 0.01% 1229
2025
Q2 		$26K Sell
406
-18
-4% -$1.11K 0.02% 1158
2025
Q1 		$27K Buy
424
+3
+0.7% +$178 0.02% 1094
2024
Q4 		$22K Buy
421
+6
+1% +$342 0.01% 1164
2024
Q3 		$26K Sell
415
-712
-63% -$42.2K 0.02% 1131
2024
Q2 		$62K Sell
1,127
-316
-22% -$17.8K 0.04% 763
2024
Q1 		$81K Buy
1,443
+63
+5% +$3.77K 0.05% 662
2023
Q4 		$89K Buy
1,380
+581
+73% +$33.5K 0.06% 577
2023
Q3 		$43K Buy
799
+607
+316% +$38.9K 0.03% 835
2023
Q2 		$13K Hold
192
– – 0.01% 1334
2023
Q1 		$15K Sell
192
-13
-6% -$1.04K 0.01% 1125
2022
Q4 		$16K Hold
205
– – 0.01% 1117
2022
Q3 		$14K Sell
205
-11
-5% -$900 0.01% 1134
2022
Q2 		$18K Sell
216
-614
-74% -$49.5K 0.01% 1012
2022
Q1 		$66K Buy
830
+231
+39% +$17.7K 0.04% 706
2021
Q4 		$48K Buy
+599
New +$45.8K 0.07% 568

Other funds holding WPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Covestor's WPC Position: Q3 2026 in Review

Covestor increased its W.P. Carey (WPC) stake by 4.4% in Q3 2026, buying an estimated $993 and bringing the position to 332 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #1084.

Covestor first reported a position in WPC in Q4 2021 and has held it in 20 quarters since. The position peaked at $89K in Q4 2023. 748 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Covestor held 332 shares of W.P. Carey worth $22K as of Q3 2026.
  • Covestor bought 14 W.P. Carey shares in Q3 2026, an estimated $993.
  • W.P. Carey made up 0.01% of Covestor's portfolio in Q3 2026, its #1084 holding.
  • Covestor first reported a position in W.P. Carey in Q4 2021 and has held it in 20 quarters since.
  • Covestor's W.P. Carey position peaked at $89K in Q4 2023.
  • 748 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.