EH
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Equitable Holdings’s W.P. Carey WPC Stock Holding History

Equitable Holdings’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 		$420K Buy
6,514
+456
+8% +$32K ﹤0.01% 1325
2025
Q4 		$390K Sell
6,058
-25
-0.4% -$1.67K ﹤0.01% 1208
2025
Q3 		$411K Buy
6,083
+276
+5% +$18.1K ﹤0.01% 1144
2025
Q2 		$362K Buy
5,807
+1,848
+47% +$114K ﹤0.01% 1119
2025
Q1 		$250K Sell
3,959
-1,388
-26% -$82.2K ﹤0.01% 1171
2024
Q4 		$291K Buy
5,347
+520
+11% +$29.6K ﹤0.01% 1050
2024
Q3 		$301K Sell
4,827
-519
-10% -$30.8K ﹤0.01% 1039
2024
Q2 		$294K Sell
5,346
-891
-14% -$50.2K ﹤0.01% 999
2024
Q1 		$352K Sell
6,237
-984
-14% -$58.9K ﹤0.01% 911
2023
Q4 		$468K Sell
7,221
-1,529
-17% -$88.1K 0.01% 797
2023
Q3 		$463K Sell
8,750
-11,993
-58% -$768K 0.01% 741
2023
Q2 		$1.37M Sell
20,743
-613
-3% -$42.6K 0.02% 437
2023
Q1 		$1.62M Buy
21,356
+2,752
+15% +$219K 0.03% 373
2022
Q4 		$1.42M Sell
18,604
-6,048
-25% -$454K 0.02% 365
2022
Q3 		$1.69M Buy
24,652
+8,728
+55% +$714K 0.03% 289
2022
Q2 		$1.29M Buy
15,924
+170
+1% +$13.7K 0.02% 348
2022
Q1 		$1.25M Buy
15,754
+1,159
+8% +$88.9K 0.02% 368
2021
Q4 		$1.17M Buy
14,595
+289
+2% +$22.1K 0.02% 368
2021
Q3 		$1.02M Buy
14,306
+1,783
+14% +$136K 0.02% 375
2021
Q2 		$915K Buy
12,523
+42
+0.3% +$3.07K 0.02% 394
2021
Q1 		$865K Buy
12,481
+839
+7% +$56.2K 0.02% 380
2020
Q4 		$805K Buy
11,642
+522
+5% +$34.9K 0.02% 355
2020
Q3 		$710K Buy
11,120
+83
+0.8% +$5.59K 0.02% 354
2020
Q2 		$731K Buy
11,037
+1,428
+15% +$88.7K 0.02% 347
2020
Q1 		$547K Buy
9,609
+790
+9% +$59.9K 0.02% 351
2019
Q4 		$691K Buy
+8,819
New +$739K 0.02% 346

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

Equitable Holdings's WPC Position: Q1 2026 in Review

Equitable Holdings increased its W.P. Carey (WPC) stake by 7.5% in Q1 2026, buying an estimated $32K and bringing the position to 6,514 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Equitable Holdings first reported a position in WPC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.69M in Q3 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Equitable Holdings held 6,514 shares of W.P. Carey worth $420K as of Q1 2026.
  • Equitable Holdings bought 456 W.P. Carey shares in Q1 2026, an estimated $32K.
  • W.P. Carey made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1325 holding.
  • Equitable Holdings first reported a position in W.P. Carey in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's W.P. Carey position peaked at $1.69M in Q3 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.