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Everstar Asset Management’s W.P. Carey WPC Stock Holding History

Everstar Asset 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 		$1.04M Buy
14,507
+1,412
+11% +$103K 0.5% 68
2026
Q1 		$890K Buy
13,095
+360
+3% +$25.3K 0.47% 74
2025
Q4 		$820K Buy
12,735
+437
+4% +$29.1K 0.44% 76
2025
Q3 		$831K Buy
12,298
+4,433
+56% +$290K 0.47% 71
2025
Q2 		$491K Buy
7,865
+613
+8% +$37.7K 0.3% 106
2025
Q1 		$458K Buy
7,252
+156
+2% +$9.23K 0.3% 105
2024
Q4 		$387K Buy
7,096
+579
+9% +$33K 0.27% 106
2024
Q3 		$406K Buy
+6,517
New +$386K 0.28% 109

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

Everstar Asset Management's WPC Position: Q2 2026 in Review

Everstar Asset Management increased its W.P. Carey (WPC) stake by 11% in Q2 2026, buying an estimated $103K and bringing the position to 14,507 shares worth $1.04M. The position accounts for 0.5% of the portfolio, ranked #68.

Everstar Asset Management first reported a position in WPC in Q3 2024 and has held it in 8 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Everstar Asset Management held 14,507 shares of W.P. Carey worth $1.04M as of Q2 2026.
  • Everstar Asset Management bought 1,412 W.P. Carey shares in Q2 2026, an estimated $103K.
  • W.P. Carey made up 0.5% of Everstar Asset Management's portfolio in Q2 2026, its #68 holding.
  • Everstar Asset Management first reported a position in W.P. Carey in Q3 2024 and has held it in 8 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.