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GF Fund Management’s W.P. Carey WPC Stock Holding History

GF Fund 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 		$212K Sell
2,965
-346
-10% -$25.4K ﹤0.01% 272
2026
Q1 		$225K Sell
3,311
-317
-9% -$22.2K ﹤0.01% 276
2025
Q4 		$233K Sell
3,628
-44
-1% -$2.93K ﹤0.01% 280
2025
Q3 		$248K Sell
3,672
-190
-5% -$12.4K ﹤0.01% 268
2025
Q2 		$241K Sell
3,862
-283
-7% -$17.4K ﹤0.01% 306
2025
Q1 		$262K Buy
4,145
+168
+4% +$9.94K 0.01% 302
2024
Q4 		$217K Buy
+3,977
New +$227K ﹤0.01% 284

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

GF Fund Management's WPC Position: Q2 2026 in Review

GF Fund Management reduced its W.P. Carey (WPC) stake by 10% in Q2 2026, selling an estimated $25.4K and leaving 2,965 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

GF Fund Management first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $262K in Q1 2025. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • GF Fund Management held 2,965 shares of W.P. Carey worth $212K as of Q2 2026.
  • GF Fund Management sold 346 W.P. Carey shares in Q2 2026, an estimated $25.4K.
  • W.P. Carey made up ﹤0.01% of GF Fund Management's portfolio in Q2 2026, its #272 holding.
  • GF Fund Management first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • GF Fund Management's W.P. Carey position peaked at $262K in Q1 2025.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on GF Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.