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 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 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

Greenleaf Trust's WPC Position: Q1 2026 in Review

Greenleaf Trust increased its W.P. Carey (WPC) stake by 4.5% in Q1 2026, buying an estimated $12.2K and bringing the position to 4,084 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Greenleaf Trust first reported a position in WPC in Q3 2017 and has held it in 17 quarters since. The position peaked at $388K in Q3 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Greenleaf Trust held 4,084 shares of W.P. Carey worth $278K as of Q1 2026.
Greenleaf Trust bought 174 W.P. Carey shares in Q1 2026, an estimated $12.2K.
W.P. Carey made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #679 holding.
Greenleaf Trust first reported a position in W.P. Carey in Q3 2017 and has held it in 17 quarters since.
Greenleaf Trust's W.P. Carey position peaked at $388K in Q3 2019.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.