DI
WPC icon

Diligent Investors’s W.P. Carey WPC Stock Holding History

Diligent Investors’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 		$494K Buy
7,274
+24
+0.3% +$1.68K 0.12% 201
2025
Q4 		$467K Sell
7,250
-3,614
-33% -$241K 0.11% 198
2025
Q3 		$734K Buy
10,864
+71
+0.7% +$4.65K 0.19% 138
2025
Q2 		$673K Sell
10,793
-253
-2% -$15.6K 0.16% 159
2025
Q1 		$697K Sell
11,046
-17
-0.2% -$1.01K 0.17% 157
2024
Q4 		$603K Buy
11,063
+74
+0.7% +$4.22K 0.14% 180
2024
Q3 		$685K Buy
10,989
+174
+2% +$10.3K 0.16% 162
2024
Q2 		$595K Buy
10,815
+78
+0.7% +$4.4K 0.15% 165
2024
Q1 		$606K Buy
10,737
+63
+0.6% +$3.77K 0.15% 166
2023
Q4 		$692K Sell
10,674
-1,157
-10% -$66.7K 0.19% 138
2023
Q3 		$627K Buy
11,831
+6,939
+142% +$445K 0.19% 140
2023
Q2 		$324K Buy
4,892
+13
+0.3% +$904 0.1% 206
2023
Q1 		$370K Buy
4,879
+9
+0.2% +$717 0.11% 181
2022
Q4 		$373K Buy
4,870
+11
+0.2% +$826 0.12% 180
2022
Q3 		$332K Sell
4,859
-42
-0.9% -$3.44K 0.12% 174
2022
Q2 		$398K Buy
4,901
+9
+0.2% +$726 0.14% 163
2022
Q1 		$387K Sell
4,892
-705
-13% -$54.1K 0.11% 182
2021
Q4 		$450K Buy
5,597
+18
+0.3% +$1.38K 0.13% 159
2021
Q3 		$408K Hold
5,579
– – 0.14% 145
2021
Q2 		$408K Buy
5,579
+10
+0.2% +$732 0.14% 146
2021
Q1 		$386K Sell
5,569
-91
-2% -$6.1K 0.14% 149
2020
Q4 		$391K Sell
5,660
-3,057
-35% -$204K 0.16% 136
2020
Q3 		$556K Sell
8,717
-444
-5% -$29.9K 0.25% 92
2020
Q2 		$607K Buy
9,161
+60
+0.7% +$3.73K 0.3% 80
2020
Q1 		$518K Buy
9,101
+45
+0.5% +$3.41K 0.31% 77
2019
Q4 		$710K Sell
9,056
-10
-0.1% -$838 0.32% 79
2019
Q3 		$795K Sell
9,066
-265
-3% -$22.6K 0.39% 73
2019
Q2 		$742K Buy
9,331
+45
+0.5% +$3.56K 0.37% 76
2019
Q1 		$712K Sell
9,286
-153
-2% -$11K 0.41% 71
2018
Q4 		$604K Buy
9,439
+53
+0.6% +$3.45K 0.4% 76
2018
Q3 		$591K Buy
9,386
+51
+0.5% +$3.28K 0.32% 84
2018
Q2 		$607K Buy
9,335
+52
+0.6% +$3.3K 0.37% 79
2018
Q1 		$564K Buy
9,283
+49
+0.5% +$3.02K 0.34% 83
2017
Q4 		$623K Buy
9,234
+46
+0.5% +$3.15K 0.4% 79
2017
Q3 		$606K Sell
9,188
-57
-0.6% -$3.79K 0.44% 61
2017
Q2 		$598K Buy
9,245
+48
+0.5% +$3.03K 0.42% 63
2017
Q1 		$560K Buy
9,197
+48
+0.5% +$2.91K 0.43% 64
2016
Q4 		$528K Buy
9,149
+47
+0.5% +$2.75K 0.42% 68
2016
Q3 		$577K Sell
9,102
-598
-6% -$39.9K 0.47% 57
2016
Q2 		$659K Buy
9,700
+45
+0.5% +$2.83K 0.63% 45
2016
Q1 		$589K Buy
9,655
+48
+0.5% +$2.73K 0.64% 45
2015
Q4 		$555K Sell
9,607
-204
-2% -$12.2K 0.63% 49
2015
Q3 		$609K Buy
9,811
+239
+2% +$13.9K 0.65% 47
2015
Q2 		$567K Buy
9,572
+2,425
+34% +$152K 0.59% 50
2015
Q1 		$447K Buy
+7,147
New +$491K 0.46% 66

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Diligent Investors's WPC Position: Q1 2026 in Review

Diligent Investors increased its W.P. Carey (WPC) stake by 0.33% in Q1 2026, buying an estimated $1.68K and bringing the position to 7,274 shares worth $494K. The position accounts for 0.12% of the portfolio, ranked #201.

Diligent Investors first reported a position in WPC in Q1 2015 and has held it in 45 quarters since. The position peaked at $795K in Q3 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Diligent Investors held 7,274 shares of W.P. Carey worth $494K as of Q1 2026.
  • Diligent Investors bought 24 W.P. Carey shares in Q1 2026, an estimated $1.68K.
  • W.P. Carey made up 0.12% of Diligent Investors's portfolio in Q1 2026, its #201 holding.
  • Diligent Investors first reported a position in W.P. Carey in Q1 2015 and has held it in 45 quarters since.
  • Diligent Investors's W.P. Carey position peaked at $795K in Q3 2019.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Diligent Investors's 13F filing for Q1 2026, filed 15 Apr 2026.