Ensign Peak Advisors
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Ensign Peak Advisors’s W.P. Carey WPC Stock Holding History

Ensign Peak Advisors’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 		$5.68M Buy
83,554
+993
+1% +$69.7K 0.01% 506
2025
Q4 		$5.31M Buy
82,561
+21,208
+35% +$1.41M 0.01% 512
2025
Q3 		$4.15M Sell
61,353
-14,467
-19% -$947K 0.01% 634
2025
Q2 		$4.73M Sell
75,820
-24,021
-24% -$1.48M 0.01% 659
2025
Q1 		$6.3M Sell
99,841
-56,250
-36% -$3.33M 0.01% 576
2024
Q4 		$8.5M Buy
156,091
+22,516
+17% +$1.28M 0.02% 515
2024
Q3 		$8.32M Buy
133,575
+21,245
+19% +$1.26M 0.01% 505
2024
Q2 		$6.18M Buy
112,330
+40,710
+57% +$2.29M 0.01% 576
2024
Q1 		$4.04M Sell
71,620
-21,030
-23% -$1.26M 0.01% 688
2023
Q4 		$6M Sell
92,650
-3,364
-4% -$194K 0.01% 575
2023
Q3 		$5.09M Buy
96,014
+12,169
+15% +$780K 0.01% 562
2023
Q2 		$5.55M Sell
83,845
-13,191
-14% -$917K 0.01% 556
2023
Q1 		$7.36M Buy
97,036
+21,936
+29% +$1.75M 0.02% 467
2022
Q4 		$5.75M Sell
75,100
-27,750
-27% -$2.08M 0.01% 533
2022
Q3 		$7.03M Buy
102,850
+19,317
+23% +$1.58M 0.02% 440
2022
Q2 		$6.78M Buy
83,533
+20,491
+33% +$1.65M 0.02% 452
2022
Q1 		$4.99M Buy
63,042
+12,574
+25% +$965K 0.01% 595
2021
Q4 		$4.06M Buy
50,468
+10,343
+26% +$792K 0.01% 725
2021
Q3 		$2.87M Sell
40,125
-21,640
-35% -$1.65M 0.01% 907
2021
Q2 		$4.51M Buy
61,765
+24,493
+66% +$1.79M 0.01% 693
2021
Q1 		$2.58M Sell
37,272
-64,444
-63% -$4.32M 0.01% 966
2020
Q4 		$7.03M Buy
101,716
+65,047
+177% +$4.34M 0.02% 510
2020
Q3 		$2.34M Buy
36,669
+6,095
+20% +$411K 0.01% 876
2020
Q2 		$2.03M Buy
30,574
+22,609
+284% +$1.4M 0.01% 964
2020
Q1 		$453K Sell
7,965
-1,373
-15% -$104K ﹤0.01% 1416
2019
Q4 		$732K Buy
+9,338
New +$782K ﹤0.01% 1435

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

Ensign Peak Advisors's WPC Position: Q1 2026 in Review

Ensign Peak Advisors increased its W.P. Carey (WPC) stake by 1.2% in Q1 2026, buying an estimated $69.7K and bringing the position to 83,554 shares worth $5.68M. The position accounts for 0.01% of the portfolio, ranked #506.

Ensign Peak Advisors first reported a position in WPC in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.5M in Q4 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Ensign Peak Advisors held 83,554 shares of W.P. Carey worth $5.68M as of Q1 2026.
  • Ensign Peak Advisors bought 993 W.P. Carey shares in Q1 2026, an estimated $69.7K.
  • W.P. Carey made up 0.01% of Ensign Peak Advisors's portfolio in Q1 2026, its #506 holding.
  • Ensign Peak Advisors first reported a position in W.P. Carey in Q4 2019 and has held it in 26 quarters since.
  • Ensign Peak Advisors's W.P. Carey position peaked at $8.5M in Q4 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Ensign Peak Advisors's 13F filing for Q1 2026, filed 13 May 2026.