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Everence Capital Management’s W.P. Carey WPC Stock Holding History

Everence Capital Management’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 		$442K Buy
6,500
+2,020
+45% +$142K 0.03% 418
2025
Q4 		$288K Hold
4,480
– – 0.02% 610
2025
Q3 		$303K Hold
4,480
– – 0.02% 608
2025
Q2 		$279K Hold
4,480
– – 0.02% 611
2025
Q1 		$283K Sell
4,480
-770
-15% -$45.6K 0.02% 593
2024
Q4 		$286K Buy
+5,250
New +$299K 0.02% 602

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

Everence Capital Management's WPC Position: Q1 2026 in Review

Everence Capital Management increased its W.P. Carey (WPC) stake by 45% in Q1 2026, buying an estimated $142K and bringing the position to 6,500 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #418.

Everence Capital Management first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Everence Capital Management held 6,500 shares of W.P. Carey worth $442K as of Q1 2026.
  • Everence Capital Management bought 2,020 W.P. Carey shares in Q1 2026, an estimated $142K.
  • W.P. Carey made up 0.03% of Everence Capital Management's portfolio in Q1 2026, its #418 holding.
  • Everence Capital Management first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.