Dudley Capital Management’s W.P. Carey WPC Stock Holding History

Dudley Capital Management’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 Q3	$645K	Sell	9,975 -200	-2%	-$14.2K	0.25%	81
2026 Q2	$728K	Hold	10,175	–	–	0.29%	73
2026 Q1	$691K	Hold	10,175	–	–	0.31%	72
2025 Q4	$655K	Hold	10,175	–	–	0.28%	73
2025 Q3	$688K	Hold	10,175	–	–	0.31%	73
2025 Q2	$635K	Buy	10,175 +125	+1%	+$7.7K	0.32%	70
2025 Q1	$634K	Sell	10,050 -750	-7%	-$44.4K	0.33%	68
2024 Q4	$588K	Buy	10,800 +3,400	+46%	+$194K	0.3%	68
2024 Q3	$461K	Buy	7,400 +500	+7%	+$29.6K	0.24%	77
2024 Q2	$380K	Hold	6,900	–	–	0.21%	81
2024 Q1	$387K	Hold	6,900	–	–	0.23%	82
2023 Q4	$447K	Sell	6,900 -375	-5%	-$21.6K	0.29%	72
2023 Q3	$385K	Sell	7,275 -255	-3%	-$16.3K	0.27%	74
2023 Q2	$498K	Sell	7,530 -1,251	-14%	-$87K	0.34%	68
2023 Q1	$666K	Hold	8,781	–	–	0.45%	60
2022 Q4	$672K	Buy	+8,781	New	+$660K	0.47%	60

Other funds holding WPC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dudley Capital Management's WPC Position: Q3 2026 in Review

Dudley Capital Management reduced its W.P. Carey (WPC) stake by 2% in Q3 2026, selling an estimated $14.2K and leaving 9,975 shares worth $645K. The position accounts for 0.25% of the portfolio, ranked #81.

Dudley Capital Management first reported a position in WPC in Q4 2022 and has held it in 16 quarters since. The position peaked at $728K in Q2 2026. 448 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Dudley Capital Management held 9,975 shares of W.P. Carey worth $645K as of Q3 2026.
Dudley Capital Management sold 200 W.P. Carey shares in Q3 2026, an estimated $14.2K.
W.P. Carey made up 0.25% of Dudley Capital Management's portfolio in Q3 2026, its #81 holding.
Dudley Capital Management first reported a position in W.P. Carey in Q4 2022 and has held it in 16 quarters since.
Dudley Capital Management's W.P. Carey position peaked at $728K in Q2 2026.
448 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Dudley Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.