Cresset Asset 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
$4.27M Buy
58,912
+2,319
+4% +$170K 0.02% 457
2026
Q1
$3.9M Buy
56,593
+696
+1% +$48.8K 0.02% 417
2025
Q4
$3.65M Buy
55,897
+1,311
+2% +$87.3K 0.02% 427
2025
Q3
$3.74M Buy
54,586
+1,059
+2% +$69.3K 0.02% 406
2025
Q2
$3.39M Buy
+53,527
New +$3.3M 0.02% 399
2023
Q2
Sell
-3,704
Closed -$285K 1926
2023
Q1
$285K Sell
3,704
-519
-12% -$41.4K 0.01% 646
2022
Q4
$289K Buy
+4,223
New +$317K ﹤0.01% 538
2019
Q2
Sell
-60
Closed -$5K 1721
2019
Q1
$5K Buy
+60
New +$4.32K ﹤0.01% 1385

Other funds holding WPC

Cresset Asset Management's WPC Position: Q2 2026 in Review

Cresset Asset Management increased its W.P. Carey (WPC) stake by 4.1% in Q2 2026, buying an estimated $170K and bringing the position to 58,912 shares worth $4.27M. The position accounts for 0.02% of the portfolio, ranked #457.

Cresset Asset Management first reported a position in WPC in Q1 2019 and has held it in 8 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Cresset Asset Management held 58,912 shares of W.P. Carey worth $4.27M as of Q2 2026.
  • Cresset Asset Management bought 2,319 W.P. Carey shares in Q2 2026, an estimated $170K.
  • W.P. Carey made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #457 holding.
  • Cresset Asset Management first reported a position in W.P. Carey in Q1 2019 and has held it in 8 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.