Dimensional Fund Advisors’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
Q1 | $228M | Buy |
3,348,132
+155,857
| +5% | +$10.9M | 0.05% | 487 |
|
|
2025
Q4 | $205M | Buy |
3,192,275
+20,585
| +0.6% | +$1.37M | 0.04% | 543 |
|
|
2025
Q3 | $214M | Buy |
3,171,690
+49,992
| +2% | +$3.27M | 0.05% | 500 |
|
|
2025
Q2 | $195M | Sell |
3,121,698
-52,267
| -2% | -$3.22M | 0.05% | 522 |
|
|
2025
Q1 | $200M | Buy |
3,173,965
+3,229
| +0.1% | +$191K | 0.05% | 470 |
|
|
2024
Q4 | $173M | Sell |
3,170,736
-10,230
| -0.3% | -$583K | 0.04% | 581 |
|
|
2024
Q3 | $198M | Buy |
3,180,966
+28,087
| +0.9% | +$1.66M | 0.05% | 491 |
|
|
2024
Q2 | $174M | Buy |
3,152,879
+204,064
| +7% | +$11.5M | 0.05% | 530 |
|
|
2024
Q1 | $166M | Sell |
2,948,815
-89,259
| -3% | -$5.34M | 0.05% | 550 |
|
|
2023
Q4 | $197M | Sell |
3,038,074
-18,917
| -0.6% | -$1.09M | 0.06% | 414 |
|
|
2023
Q3 | $162M | Buy |
3,056,991
+81,449
| +3% | +$5.22M | 0.05% | 449 |
|
|
2023
Q2 | $197M | Buy |
2,975,542
+58,288
| +2% | +$4.05M | 0.06% | 346 |
|
|
2023
Q1 | $221M | Buy |
2,917,254
+106,564
| +4% | +$8.49M | 0.07% | 273 |
|
|
2022
Q4 | $215K | Buy |
2,810,690
+197,527
| +8% | +$14.8M | 0.06% | 289 |
|
|
2022
Q3 | $179M | Sell |
2,613,163
-12,034
| -0.5% | -$985K | 0.07% | 331 |
|
|
2022
Q2 | $213M | Buy |
2,625,197
+25,127
| +1% | +$2.03M | 0.08% | 274 |
|
|
2022
Q1 | $206M | Buy |
2,600,070
+18,080
| +0.7% | +$1.39M | 0.06% | 348 |
|
|
2021
Q4 | $207M | Sell |
2,581,990
-37,278
| -1% | -$2.85M | 0.06% | 357 |
|
|
2021
Q3 | $187M | Buy |
2,619,268
+59,549
| +2% | +$4.53M | 0.06% | 382 |
|
|
2021
Q2 | $187M | Buy |
2,559,719
+36,016
| +1% | +$2.64M | 0.06% | 388 |
|
|
2021
Q1 | $175M | Sell |
2,523,703
-12,243
| -0.5% | -$821K | 0.06% | 407 |
|
|
2020
Q4 | $175M | Sell |
2,535,946
-38,572
| -1% | -$2.58M | 0.06% | 340 |
|
|
2020
Q3 | $164M | Sell |
2,574,518
-40,304
| -2% | -$2.72M | 0.07% | 277 |
|
|
2020
Q2 | $173M | Buy |
2,614,822
+29,433
| +1% | +$1.83M | 0.08% | 232 |
|
|
2020
Q1 | $147M | Sell |
2,585,389
-14,111
| -0.5% | -$1.07M | 0.08% | 216 |
|
|
2019
Q4 | $204M | Buy |
2,599,500
+74,545
| +3% | +$6.25M | 0.07% | 253 |
|
|
2019
Q3 | $221M | Buy |
2,524,955
+135,877
| +6% | +$11.6M | 0.09% | 193 |
|
|
2019
Q2 | $190M | Buy |
2,389,078
+158,388
| +7% | +$12.5M | 0.07% | 244 |
|
|
2019
Q1 | $171M | Buy |
2,230,690
+328,801
| +17% | +$23.7M | 0.07% | 279 |
|
|
2018
Q4 | $122M | Buy |
1,901,889
+271,880
| +17% | +$17.7M | 0.06% | 394 |
|
|
2018
Q3 | $103M | Buy |
1,630,009
+12,703
| +0.8% | +$818K | 0.04% | 679 |
|
|
2018
Q2 | $105M | Buy |
1,617,306
+46,905
| +3% | +$2.97M | 0.04% | 615 |
|
|
2018
Q1 | $95.3M | Buy |
1,570,401
+57,133
| +4% | +$3.52M | 0.04% | 655 |
|
|
2017
Q4 | $102M | Buy |
1,513,268
+44,495
| +3% | +$3.04M | 0.04% | 602 |
|
|
2017
Q3 | $96.9M | Buy |
1,468,773
+44,168
| +3% | +$2.94M | 0.04% | 603 |
|
|
2017
Q2 | $92.1M | Buy |
1,424,605
+52,655
| +4% | +$3.33M | 0.04% | 593 |
|
|
2017
Q1 | $83.6M | Buy |
1,371,950
+21,669
| +2% | +$1.31M | 0.04% | 650 |
|
|
2016
Q4 | $78.1M | Buy |
1,350,281
+34,114
| +3% | +$2M | 0.04% | 676 |
|
|
2016
Q3 | $83.2M | Buy |
1,316,167
+12,020
| +0.9% | +$802K | 0.05% | 559 |
|
|
2016
Q2 | $88.7M | Buy |
1,304,147
+16,560
| +1% | +$1.04M | 0.05% | 476 |
|
|
2016
Q1 | $78.5M | Buy |
1,287,587
+33,214
| +3% | +$1.89M | 0.05% | 513 |
|
|
2015
Q4 | $72.5M | Buy |
1,254,373
+158,752
| +14% | +$9.52M | 0.05% | 545 |
|
|
2015
Q3 | $62M | Buy |
1,095,621
+213,945
| +24% | +$12.5M | 0.04% | 618 |
|
|
2015
Q2 | $50.9M | Buy |
881,676
+212,853
| +32% | +$13.3M | 0.03% | 846 |
|
|
2015
Q1 | $44.5M | Buy |
668,823
+68,985
| +12% | +$4.74M | 0.03% | 947 |
|
|
2014
Q4 | $41.2M | Buy |
599,838
+102,262
| +21% | +$6.76M | 0.03% | 957 |
|
|
2014
Q3 | $31.1M | Buy |
497,576
+131,531
| +36% | +$8.61M | 0.02% | 1119 |
|
|
2014
Q2 | $23.1M | Buy |
366,045
+129,442
| +55% | +$7.89M | 0.02% | 1511 |
|
|
2014
Q1 | $13.9M | Buy |
236,603
+152,487
| +181% | +$9.21M | 0.01% | 1917 |
|
|
2013
Q4 | $5.05M | Buy |
84,116
+40,050
| +91% | +$2.52M | ﹤0.01% | 2549 |
|
|
2013
Q3 | $2.79M | Buy |
+44,066
| New | +$2.9M | ﹤0.01% | 2755 |
|
Other funds holding WPC
VPM
VCM
Dimensional Fund Advisors's WPC Position: Q1 2026 in Review
Dimensional Fund Advisors increased its W.P. Carey (WPC) stake by 4.9% in Q1 2026, buying an estimated $10.9M and bringing the position to 3,348,132 shares worth $228M. The position accounts for 0.05% of the portfolio, ranked #487.
Dimensional Fund Advisors first reported a position in WPC in Q3 2013 and has held it in 51 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Dimensional Fund Advisors held 3,348,132 shares of W.P. Carey worth $228M as of Q1 2026.
- Dimensional Fund Advisors bought 155,857 W.P. Carey shares in Q1 2026, an estimated $10.9M.
- W.P. Carey made up 0.05% of Dimensional Fund Advisors's portfolio in Q1 2026, its #487 holding.
- Dimensional Fund Advisors first reported a position in W.P. Carey in Q3 2013 and has held it in 51 quarters since.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.