Grantham, Mayo, Van Otterloo & Co (GMO)’s W.P. Carey WPC Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$1.15M	Sell	16,986 -1,622	-9%	-$114K	﹤0.01%	493
2025 Q4	$1.2M	Buy	18,608 +737	+4%	+$49.1K	﹤0.01%	486
2025 Q3	$1.21M	Hold	17,871	–	–	﹤0.01%	450
2025 Q2	$1.11M	Buy	17,871 +6,600	+59%	+$406K	﹤0.01%	465
2025 Q1	$711K	Buy	+11,271	New	+$667K	﹤0.01%	493
2021 Q3	–	Sell	-63,200	Closed	-$4.62M	–	777
2021 Q2	$4.62M	Buy	+63,200	New	+$4.63M	0.02%	349

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s WPC Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its W.P. Carey (WPC) stake by 8.7% in Q1 2026, selling an estimated $114K and leaving 16,986 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in WPC in Q2 2021 and has held it in 6 quarters since. The position peaked at $4.62M in Q2 2021. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 16,986 shares of W.P. Carey worth $1.15M as of Q1 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 1,622 W.P. Carey shares in Q1 2026, an estimated $114K.
W.P. Carey made up ﹤0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #493 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in W.P. Carey in Q2 2021 and has held it in 6 quarters since.
Grantham, Mayo, Van Otterloo & Co (GMO)'s W.P. Carey position peaked at $4.62M in Q2 2021.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.