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Cromwell Holdings’s W.P. Carey WPC Stock Holding History

Cromwell Holdings’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 		$5.38K Buy
82
+31
+61% +$2.2K ﹤0.01% 696
2026
Q2 		$3.69K Buy
51
+15
+42% +$1.1K ﹤0.01% 725
2026
Q1 		$2.48K Hold
36
– – ﹤0.01% 675
2025
Q4 		$2.35K Hold
36
– – ﹤0.01% 667
2025
Q3 		$2.47K Hold
36
– – ﹤0.01% 673
2025
Q2 		$2.27K Buy
36
+24
+200% +$1.48K ﹤0.01% 665
2025
Q1 		$768 Buy
+12
New +$710 ﹤0.01% 693

Other funds holding WPC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

Cromwell Holdings's WPC Position: Q3 2026 in Review

Cromwell Holdings increased its W.P. Carey (WPC) stake by 61% in Q3 2026, buying an estimated $2.2K and bringing the position to 82 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Cromwell Holdings first reported a position in WPC in Q1 2025 and has held it in 7 quarters since. 620 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Cromwell Holdings held 82 shares of W.P. Carey worth $5.38K as of Q3 2026.
  • Cromwell Holdings bought 31 W.P. Carey shares in Q3 2026, an estimated $2.2K.
  • W.P. Carey made up ﹤0.01% of Cromwell Holdings's portfolio in Q3 2026, its #696 holding.
  • Cromwell Holdings first reported a position in W.P. Carey in Q1 2025 and has held it in 7 quarters since.
  • 620 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.