Gilbert & Cook’s W.P. Carey WPC Stock Holding History

Gilbert & Cook’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	$419K	Buy	6,168 +108	+2%	+$7.58K	0.05%	162
2025 Q4	$390K	Buy	6,060 +81	+1%	+$5.39K	0.05%	175
2025 Q3	$404K	Buy	5,979 +127	+2%	+$8.31K	0.05%	159
2025 Q2	$365K	Buy	5,852 +84	+1%	+$5.17K	0.05%	168
2025 Q1	$364K	Buy	5,768 +126	+2%	+$7.46K	0.05%	160
2024 Q4	$307K	Buy	5,642 +122	+2%	+$6.95K	0.04%	170
2024 Q3	$344K	Sell	5,520 -23	-0.4%	-$1.36K	0.05%	165
2024 Q2	$305K	Sell	5,543 -514	-8%	-$29K	0.04%	170
2024 Q1	$342K	Sell	6,057 -1	-0%	-$60	0.05%	174
2023 Q4	$393K	Buy	6,058 +193	+3%	+$11.1K	0.06%	166
2023 Q3	$311K	Buy	5,865 +531	+10%	+$34K	0.05%	174
2023 Q2	$353K	Buy	5,334 +348	+7%	+$24.2K	0.06%	151
2023 Q1	$378K	Buy	4,986 +60	+1%	+$4.78K	0.07%	134
2022 Q4	$377K	Buy	4,926 +83	+2%	+$6.23K	0.07%	134
2022 Q3	$357K	Buy	+4,843	New	+$396K	0.08%	139
2022 Q2	–	Sell	-4,567	Closed	-$362K	–	225
2022 Q1	$362K	Buy	4,567 +158	+4%	+$12.1K	0.06%	153
2021 Q4	$354K	Buy	4,409 +168	+4%	+$12.9K	0.06%	161
2021 Q3	$303K	Buy	4,241 +190	+5%	+$14.5K	0.05%	163
2021 Q2	$296K	Buy	4,051 +98	+2%	+$7.17K	0.05%	164
2021 Q1	$274K	Buy	3,953 +407	+11%	+$27.3K	0.05%	167
2020 Q4	$246K	Buy	+3,546	New	+$237K	0.05%	158

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gilbert & Cook's WPC Position: Q1 2026 in Review

Gilbert & Cook increased its W.P. Carey (WPC) stake by 1.8% in Q1 2026, buying an estimated $7.58K and bringing the position to 6,168 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #162.

Gilbert & Cook first reported a position in WPC in Q4 2020 and has held it in 21 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Gilbert & Cook held 6,168 shares of W.P. Carey worth $419K as of Q1 2026.
Gilbert & Cook bought 108 W.P. Carey shares in Q1 2026, an estimated $7.58K.
W.P. Carey made up 0.05% of Gilbert & Cook's portfolio in Q1 2026, its #162 holding.
Gilbert & Cook first reported a position in W.P. Carey in Q4 2020 and has held it in 21 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.