CVA Family Office’s W.P. Carey WPC Stock Holding History

CVA Family Office’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	$1.93K	Hold	27	–	–	﹤0.01%	1521
2026 Q1	$1.83K	Buy	27 +7	+35%	+$491	﹤0.01%	1546
2025 Q4	$1.29K	Hold	20	–	–	﹤0.01%	1058
2025 Q3	$1.35K	Hold	20	–	–	﹤0.01%	1067
2025 Q2	$1.25K	Buy	+20	New	+$1.23K	﹤0.01%	1056
2024 Q4	–	Sell	-40	Closed	-$2.49K	–	1345
2024 Q3	$2.49K	Buy	40 +11	+38%	+$652	﹤0.01%	952
2024 Q2	$1.6K	Buy	+29	New	+$1.63K	﹤0.01%	1000
2023 Q2	–	Sell	-36	Closed	-$2.71K	–	1077
2023 Q1	$2.71K	Hold	36	–	–	﹤0.01%	836
2022 Q4	$2.73K	Sell	36 -25	-41%	-$1.88K	﹤0.01%	799
2022 Q3	$4K	Hold	61	–	–	﹤0.01%	758
2022 Q2	$5K	Hold	61	–	–	﹤0.01%	750
2022 Q1	$5K	Hold	61	–	–	﹤0.01%	781
2021 Q4	$5K	Buy	+61	New	+$4.67K	﹤0.01%	761
2021 Q3	–	Sell	-61	Closed	-$4K	–	893
2021 Q2	$4K	Buy	61 +35	+135%	+$2.56K	﹤0.01%	814
2021 Q1	$2K	Buy	+26	New	+$1.74K	﹤0.01%	728

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CVA Family Office's WPC Position: Q2 2026 in Review

CVA Family Office held its W.P. Carey (WPC) position steady in Q2 2026 at 27 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

CVA Family Office first reported a position in WPC in Q1 2021 and has held it in 15 quarters since. The position peaked at $5K in Q2 2022. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

CVA Family Office held 27 shares of W.P. Carey worth $1.93K as of Q2 2026.
CVA Family Office left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1521 holding.
CVA Family Office first reported a position in W.P. Carey in Q1 2021 and has held it in 15 quarters since.
CVA Family Office's W.P. Carey position peaked at $5K in Q2 2022.
905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.