EIC
WPC icon

Equity Investment Corp’s W.P. Carey WPC Stock Holding History

Equity Investment Corp’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 		$108M Sell
1,582,830
-43,281
-3% -$3.04M 2.11% 24
2025
Q4 		$105M Buy
1,626,111
+43,668
+3% +$2.91M 2.11% 24
2025
Q3 		$107M Sell
1,582,443
-224,196
-12% -$14.7M 2.24% 19
2025
Q2 		$113M Sell
1,806,639
-142,756
-7% -$8.79M 2.47% 16
2025
Q1 		$123M Buy
1,949,395
+78,661
+4% +$4.66M 2.75% 12
2024
Q4 		$102M Buy
1,870,734
+389,107
+26% +$22.2M 2.39% 18
2024
Q3 		$92.3M Buy
1,481,627
+9,610
+0.7% +$570K 2.15% 22
2024
Q2 		$81M Buy
1,472,017
+412,450
+39% +$23.2M 2.07% 25
2024
Q1 		$59.8M Buy
+1,059,567
New +$63.4M 1.5% 37

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

Equity Investment Corp's WPC Position: Q1 2026 in Review

Equity Investment Corp reduced its W.P. Carey (WPC) stake by 2.7% in Q1 2026, selling an estimated $3.04M and leaving 1,582,830 shares worth $108M. The position accounts for 2.11% of the portfolio, ranked #24.

Equity Investment Corp first reported a position in WPC in Q1 2024 and has held it in 9 quarters since. The position peaked at $123M in Q1 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Equity Investment Corp held 1,582,830 shares of W.P. Carey worth $108M as of Q1 2026.
  • Equity Investment Corp sold 43,281 W.P. Carey shares in Q1 2026, an estimated $3.04M.
  • W.P. Carey made up 2.11% of Equity Investment Corp's portfolio in Q1 2026, its #24 holding.
  • Equity Investment Corp first reported a position in W.P. Carey in Q1 2024 and has held it in 9 quarters since.
  • Equity Investment Corp's W.P. Carey position peaked at $123M in Q1 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Equity Investment Corp's 13F filing for Q1 2026, filed 4 May 2026.