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

Evergreen 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	$727K	Buy	10,598 +4,697	+80%	+$329K	0.02%	604
2025 Q4	$382K	Sell	5,901 -2,765	-32%	-$184K	0.01%	902
2025 Q3	$593K	Buy	8,666 +2,974	+52%	+$195K	0.01%	582
2025 Q2	$360K	Sell	5,692 -1,366	-19%	-$84.1K	0.01%	723
2025 Q1	$451K	Buy	7,058 +345	+5%	+$20.4K	0.02%	551
2024 Q4	$371K	Sell	6,713 -1,613	-19%	-$91.9K	0.01%	634
2024 Q3	$526K	Sell	8,326 -761	-8%	-$45.1K	0.02%	483
2024 Q2	$508K	Buy	9,087 +3,778	+71%	+$213K	0.02%	459
2024 Q1	$304K	Sell	5,309 -119	-2%	-$7.12K	0.01%	622
2023 Q4	$357K	Buy	+5,428	New	+$313K	0.01%	527
2023 Q3	–	Sell	-4,714	Closed	-$313K	–	849
2023 Q2	$313K	Sell	4,714 -3,740	-44%	-$260K	0.01%	536
2023 Q1	$649K	Buy	8,454 +1	+0%	+$80	0.03%	328
2022 Q4	$655K	Buy	8,453 +4,987	+144%	+$375K	0.03%	328
2022 Q3	$237K	Buy	+3,466	New	+$284K	0.01%	506
2022 Q2	–	Sell	-84,843	Closed	-$6.72M	–	691
2022 Q1	$6.72M	Buy	+84,843	New	+$6.51M	0.27%	107
2020 Q2	–	Sell	-4,502	Closed	-$256K	–	435
2020 Q1	$256K	Sell	4,502 -160	-3%	-$12.1K	0.02%	297
2019 Q4	$365K	Sell	4,662 -490	-10%	-$41.1K	0.03%	309
2019 Q3	$452K	Hold	5,152	–	–	0.04%	240
2019 Q2	$410K	Hold	5,152	–	–	0.04%	251
2019 Q1	$395K	Hold	5,152	–	–	0.04%	237
2018 Q4	$330K	Buy	5,152 +499	+11%	+$32.5K	0.03%	251
2018 Q3	$293K	Hold	4,653	–	–	0.03%	295
2018 Q2	$302K	Sell	4,653 -45	-1%	-$2.85K	0.03%	270
2018 Q1	$285K	Buy	+4,698	New	+$289K	0.03%	281

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Evergreen Capital Management increased its W.P. Carey (WPC) stake by 80% in Q1 2026, buying an estimated $329K and bringing the position to 10,598 shares worth $727K. The position accounts for 0.02% of the portfolio, ranked #604.

Evergreen Capital Management first reported a position in WPC in Q1 2018 and has held it in 24 quarters since. The position peaked at $6.72M in Q1 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Evergreen Capital Management held 10,598 shares of W.P. Carey worth $727K as of Q1 2026.
Evergreen Capital Management bought 4,697 W.P. Carey shares in Q1 2026, an estimated $329K.
W.P. Carey made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #604 holding.
Evergreen Capital Management first reported a position in W.P. Carey in Q1 2018 and has held it in 24 quarters since.
Evergreen Capital Management's W.P. Carey position peaked at $6.72M in Q1 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.