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Crawford Investment Counsel’s W.P. Carey WPC Stock Holding History

Crawford Investment Counsel’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 		$8.96M Sell
125,257
-505
-0.4% -$37K 0.15% 127
2026
Q1 		$8.55M Buy
125,762
+3,260
+3% +$229K 0.15% 116
2025
Q4 		$7.88M Buy
122,502
+4,280
+4% +$285K 0.13% 125
2025
Q3 		$7.99M Buy
118,222
+1,355
+1% +$88.7K 0.13% 127
2025
Q2 		$7.29M Sell
116,867
-4,402
-4% -$271K 0.13% 127
2025
Q1 		$7.65M Sell
121,269
-1,262
-1% -$74.7K 0.14% 125
2024
Q4 		$6.68M Sell
122,531
-1,614
-1% -$92K 0.12% 131
2024
Q3 		$7.73M Buy
124,145
+5,461
+5% +$324K 0.13% 123
2024
Q2 		$6.53M Sell
118,684
-1,778
-1% -$100K 0.12% 122
2024
Q1 		$6.8M Buy
120,462
+1,975
+2% +$118K 0.13% 118
2023
Q4 		$7.68M Buy
118,487
+47,693
+67% +$2.75M 0.15% 100
2023
Q3 		$3.75M Sell
70,794
-1,398
-2% -$89.6K 0.08% 140
2023
Q2 		$4.78M Buy
72,192
+22,832
+46% +$1.59M 0.1% 129
2023
Q1 		$3.74M Sell
49,360
-48,354
-49% -$3.85M 0.08% 143
2022
Q4 		$7.48M Sell
97,714
-188,947
-66% -$14.2M 0.16% 90
2022
Q3 		$19.6M Sell
286,661
-1,495
-0.5% -$122K 0.46% 57
2022
Q2 		$23.4M Buy
288,156
+17,807
+7% +$1.44M 0.52% 51
2022
Q1 		$21.4M Buy
270,349
+19,226
+8% +$1.47M 0.41% 60
2021
Q4 		$20.2M Buy
251,123
+7,117
+3% +$545K 0.38% 61
2021
Q3 		$17.5M Buy
244,006
+10,482
+4% +$798K 0.36% 63
2021
Q2 		$17.1M Buy
233,524
+23,407
+11% +$1.71M 0.35% 64
2021
Q1 		$14.6M Buy
210,117
+144,630
+221% +$9.7M 0.33% 70
2020
Q4 		$4.53M Buy
65,487
+24,157
+58% +$1.61M 0.11% 118
2020
Q3 		$2.64M Buy
+41,330
New +$2.78M 0.07% 147

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Crawford Investment Counsel's WPC Position: Q2 2026 in Review

Crawford Investment Counsel reduced its W.P. Carey (WPC) stake by 0.4% in Q2 2026, selling an estimated $37K and leaving 125,257 shares worth $8.96M. The position accounts for 0.15% of the portfolio, ranked #127.

Crawford Investment Counsel first reported a position in WPC in Q3 2020 and has held it in 24 quarters since. The position peaked at $23.4M in Q2 2022. 900 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Crawford Investment Counsel held 125,257 shares of W.P. Carey worth $8.96M as of Q2 2026.
  • Crawford Investment Counsel sold 505 W.P. Carey shares in Q2 2026, an estimated $37K.
  • W.P. Carey made up 0.15% of Crawford Investment Counsel's portfolio in Q2 2026, its #127 holding.
  • Crawford Investment Counsel first reported a position in W.P. Carey in Q3 2020 and has held it in 24 quarters since.
  • Crawford Investment Counsel's W.P. Carey position peaked at $23.4M in Q2 2022.
  • 900 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Crawford Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.