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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
Q2 		$465K Hold
6,500
– – 0.02% 442
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Everence Capital Management's WPC Position: Q2 2026 in Review

Everence Capital Management held its W.P. Carey (WPC) position steady in Q2 2026 at 6,500 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #442.

Everence Capital Management first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Everence Capital Management held 6,500 shares of W.P. Carey worth $465K as of Q2 2026.
  • Everence Capital Management left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #442 holding.
  • Everence Capital Management first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.