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DRW Securities’s W.P. Carey WPC Stock Holding History

DRW Securities’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 		$815K Buy
11,998
+1,163
+11% +$81.6K 0.01% 400
2025
Q4 		$697K Buy
10,835
+3,306
+44% +$220K 0.02% 384
2025
Q3 		$508K Buy
+7,529
New +$493K 0.01% 604

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

DRW Securities's WPC Position: Q1 2026 in Review

DRW Securities increased its W.P. Carey (WPC) stake by 11% in Q1 2026, buying an estimated $81.6K and bringing the position to 11,998 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #400.

DRW Securities first reported a position in WPC in Q3 2025 and has held it in 3 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • DRW Securities held 11,998 shares of W.P. Carey worth $815K as of Q1 2026.
  • DRW Securities bought 1,163 W.P. Carey shares in Q1 2026, an estimated $81.6K.
  • W.P. Carey made up 0.01% of DRW Securities's portfolio in Q1 2026, its #400 holding.
  • DRW Securities first reported a position in W.P. Carey in Q3 2025 and has held it in 3 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on DRW Securities's 13F filing for Q1 2026, filed 13 May 2026.