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Greenleaf Trust’s W.P. Carey WPC Stock Holding History

Greenleaf Trust’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 		$284K Sell
3,973
-111
-3% -$8.13K ﹤0.01% 716
2026
Q1 		$278K Buy
4,084
+174
+4% +$12.2K ﹤0.01% 679
2025
Q4 		$252K Sell
3,910
-343
-8% -$22.8K ﹤0.01% 715
2025
Q3 		$287K Buy
4,253
+46
+1% +$3.01K ﹤0.01% 656
2025
Q2 		$262K Buy
4,207
+205
+5% +$12.6K ﹤0.01% 677
2025
Q1 		$253K Buy
+4,002
New +$237K ﹤0.01% 698
2024
Q4 		– Sell
-5,173
Closed -$322K – 858
2024
Q3 		$322K Sell
5,173
-547
-10% -$32.4K ﹤0.01% 641
2024
Q2 		$315K Buy
+5,720
New +$322K ﹤0.01% 606
2020
Q1 		– Sell
-4,528
Closed -$355K – 608
2019
Q4 		$355K Buy
4,528
+107
+2% +$8.96K 0.01% 369
2019
Q3 		$388K Hold
4,421
– – 0.01% 343
2019
Q2 		$352K Buy
4,421
+84
+2% +$6.65K 0.01% 367
2019
Q1 		$333K Buy
4,337
+25
+0.6% +$1.8K 0.01% 362
2018
Q4 		$276K Buy
4,312
+107
+3% +$6.96K 0.01% 379
2018
Q3 		$265K Hold
4,205
– – ﹤0.01% 430
2018
Q2 		$273K Sell
4,205
-377
-8% -$23.9K 0.01% 409
2018
Q1 		$278K Sell
4,582
-128
-3% -$7.88K 0.01% 357
2017
Q4 		$318K Hold
4,710
– – 0.01% 323
2017
Q3 		$311K Buy
+4,710
New +$313K 0.01% 303

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

Greenleaf Trust's WPC Position: Q2 2026 in Review

Greenleaf Trust reduced its W.P. Carey (WPC) stake by 2.7% in Q2 2026, selling an estimated $8.13K and leaving 3,973 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Greenleaf Trust first reported a position in WPC in Q3 2017 and has held it in 18 quarters since. The position peaked at $388K in Q3 2019. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Greenleaf Trust held 3,973 shares of W.P. Carey worth $284K as of Q2 2026.
  • Greenleaf Trust sold 111 W.P. Carey shares in Q2 2026, an estimated $8.13K.
  • W.P. Carey made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #716 holding.
  • Greenleaf Trust first reported a position in W.P. Carey in Q3 2017 and has held it in 18 quarters since.
  • Greenleaf Trust's W.P. Carey position peaked at $388K in Q3 2019.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.