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

Cresset 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
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

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

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

Cresset Asset Management increased its W.P. Carey (WPC) stake by 1.2% in Q1 2026, buying an estimated $48.8K and bringing the position to 56,593 shares worth $3.9M. The position accounts for 0.02% of the portfolio, ranked #417.

Cresset Asset Management first reported a position in WPC in Q1 2019 and has held it in 7 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Cresset Asset Management held 56,593 shares of W.P. Carey worth $3.9M as of Q1 2026.
Cresset Asset Management bought 696 W.P. Carey shares in Q1 2026, an estimated $48.8K.
W.P. Carey made up 0.02% of Cresset Asset Management's portfolio in Q1 2026, its #417 holding.
Cresset Asset Management first reported a position in W.P. Carey in Q1 2019 and has held it in 7 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.