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Dockside LLC’s W.P. Carey WPC Stock Holding History

Dockside LLC’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 		– Sell
-43,956
Closed -$2.99M – 347
2026
Q1 		$2.99M Buy
+43,956
New +$3.08M 0.75% 40

Other funds holding WPC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Dockside LLC's WPC Position: Q2 2026 in Review

Dockside LLC opened a new position in W.P. Carey (WPC) in Q2 2026: 19,838 shares worth $1.42M. The stake represents 0.33% of the portfolio and ranks #115 among its holdings.

419 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Dockside LLC held 19,838 shares of W.P. Carey worth $1.42M as of Q2 2026.
  • W.P. Carey was a new Dockside LLC position in Q2 2026.
  • W.P. Carey made up 0.33% of Dockside LLC's portfolio in Q2 2026, its #115 holding.
  • 419 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.