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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
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 $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

GF Fund Management's WPC Position: Q1 2026 in Review

GF Fund Management reduced its W.P. Carey (WPC) stake by 8.7% in Q1 2026, selling an estimated $22.2K and leaving 3,311 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

GF Fund Management first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $262K in Q1 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • GF Fund Management held 3,311 shares of W.P. Carey worth $225K as of Q1 2026.
  • GF Fund Management sold 317 W.P. Carey shares in Q1 2026, an estimated $22.2K.
  • W.P. Carey made up ﹤0.01% of GF Fund Management's portfolio in Q1 2026, its #276 holding.
  • GF Fund Management first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • GF Fund Management's W.P. Carey position peaked at $262K in Q1 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on GF Fund Management's 13F filing for Q1 2026, filed 15 Apr 2026.