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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dudley Capital Management's WPC Position: Q1 2026 in Review

Dudley Capital Management held its W.P. Carey (WPC) position steady in Q1 2026 at 10,175 shares worth $691K. The position accounts for 0.31% of the portfolio, ranked #72.

Dudley Capital Management first reported a position in WPC in Q4 2022 and has held it in 14 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Dudley Capital Management held 10,175 shares of W.P. Carey worth $691K as of Q1 2026.
Dudley Capital Management left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.31% of Dudley Capital Management's portfolio in Q1 2026, its #72 holding.
Dudley Capital Management first reported a position in W.P. Carey in Q4 2022 and has held it in 14 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Dudley Capital Management's 13F filing for Q1 2026, filed 5 May 2026.