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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
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 $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

Everstar Asset Management's WPC Position: Q1 2026 in Review

Everstar Asset Management increased its W.P. Carey (WPC) stake by 2.8% in Q1 2026, buying an estimated $25.3K and bringing the position to 13,095 shares worth $890K. The position accounts for 0.47% of the portfolio, ranked #74.

Everstar Asset Management first reported a position in WPC in Q3 2024 and has held it in 7 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Everstar Asset Management held 13,095 shares of W.P. Carey worth $890K as of Q1 2026.
  • Everstar Asset Management bought 360 W.P. Carey shares in Q1 2026, an estimated $25.3K.
  • W.P. Carey made up 0.47% of Everstar Asset Management's portfolio in Q1 2026, its #74 holding.
  • Everstar Asset Management first reported a position in W.P. Carey in Q3 2024 and has held it in 7 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.