Dynamic Technology Lab’s W.P. Carey WPC Stock Holding History

Dynamic Technology Lab’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	$635K	Buy	+8,881	New	+$651K	0.14%	248
2023 Q2	–	Sell	-8,851	Closed	-$671K	–	1466
2023 Q1	$671K	Buy	+8,851	New	+$705K	0.06%	521
2022 Q4	–	Sell	-7,821	Closed	-$535K	–	1578
2022 Q3	$535K	Buy	+7,821	New	+$640K	0.05%	603
2022 Q2	–	Sell	-3,139	Closed	-$249K	–	1584
2022 Q1	$249K	Buy	+3,139	New	+$241K	0.03%	869
2021 Q4	–	Sell	-2,851	Closed	-$204K	–	1541
2021 Q3	$204K	Buy	+2,851	New	+$217K	0.02%	906
2021 Q1	–	Sell	-4,955	Closed	-$343K	–	1521
2020 Q4	$343K	Buy	+4,955	New	+$331K	0.06%	599
2017 Q1	–	Sell	-4,420	Closed	-$256K	–	1303
2016 Q4	$256K	Buy	+4,420	New	+$258K	0.07%	596
2016 Q1	–	Sell	-7,368	Closed	-$426K	–	1207
2015 Q4	$426K	Buy	+7,368	New	+$442K	0.13%	298

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dynamic Technology Lab's WPC Position: Q2 2026 in Review

Dynamic Technology Lab opened a new position in W.P. Carey (WPC) in Q2 2026: 8,881 shares worth $635K. The stake represents 0.14% of the portfolio and ranks #248 among its holdings. This is a return to the name: Dynamic Technology Lab previously reported a position in WPC as recently as Q1 2023.

Dynamic Technology Lab first reported a position in WPC in Q4 2015 and has held it in 8 quarters since. The position peaked at $671K in Q1 2023. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Dynamic Technology Lab held 8,881 shares of W.P. Carey worth $635K as of Q2 2026.
W.P. Carey was a new Dynamic Technology Lab position in Q2 2026.
W.P. Carey made up 0.14% of Dynamic Technology Lab's portfolio in Q2 2026, its #248 holding.
Dynamic Technology Lab first reported a position in W.P. Carey in Q4 2015 and has held it in 8 quarters since.
Dynamic Technology Lab's W.P. Carey position peaked at $671K in Q1 2023.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Dynamic Technology Lab's 13F filing for Q2 2026, filed 13 Aug 2026.