Evergreen Capital Management
WPC icon

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
Q3 		$659K Sell
10,102
-302
-3% -$21.4K 0.01% 715
2026
Q2 		$750K Sell
10,404
-194
-2% -$14.2K 0.01% 671
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Evergreen Capital Management's WPC Position: Q3 2026 in Review

Evergreen Capital Management reduced its W.P. Carey (WPC) stake by 2.9% in Q3 2026, selling an estimated $21.4K and leaving 10,102 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #715.

Evergreen Capital Management first reported a position in WPC in Q1 2018 and has held it in 26 quarters since. The position peaked at $6.72M in Q1 2022. 497 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Evergreen Capital Management held 10,102 shares of W.P. Carey worth $659K as of Q3 2026.
  • Evergreen Capital Management sold 302 W.P. Carey shares in Q3 2026, an estimated $21.4K.
  • W.P. Carey made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #715 holding.
  • Evergreen Capital Management first reported a position in W.P. Carey in Q1 2018 and has held it in 26 quarters since.
  • Evergreen Capital Management's W.P. Carey position peaked at $6.72M in Q1 2022.
  • 497 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.