Edgestream Partners’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.9M Sell
27,964
-79,279
-74% -$5.56M 0.06% 502
2025
Q4
$6.9M Buy
+107,243
New +$7.14M 0.19% 153
2025
Q2
Sell
-104,769
Closed -$6.61M 1090
2025
Q1
$6.61M Buy
+104,769
New +$6.2M 0.22% 148
2024
Q4
Sell
-15,269
Closed -$951K 1124
2024
Q3
$951K Buy
+15,269
New +$905K 0.04% 579

Other funds holding WPC

Edgestream Partners's WPC Position: Q1 2026 in Review

Edgestream Partners reduced its W.P. Carey (WPC) stake by 74% in Q1 2026, selling an estimated $5.56M and leaving 27,964 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #502.

Edgestream Partners first reported a position in WPC in Q3 2024 and has held it in 4 quarters since. The position peaked at $6.9M in Q4 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Edgestream Partners held 27,964 shares of W.P. Carey worth $1.9M as of Q1 2026.
  • Edgestream Partners sold 79,279 W.P. Carey shares in Q1 2026, an estimated $5.56M.
  • W.P. Carey made up 0.06% of Edgestream Partners's portfolio in Q1 2026, its #502 holding.
  • Edgestream Partners first reported a position in W.P. Carey in Q3 2024 and has held it in 4 quarters since.
  • Edgestream Partners's W.P. Carey position peaked at $6.9M in Q4 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.