HI
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Harbour Investments’s W.P. Carey WPC Stock Holding History

Harbour Investments’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 		$366K Buy
5,382
+903
+20% +$63.3K 0.01% 1204
2025
Q4 		$288K Buy
4,479
+1,788
+66% +$119K 0.01% 1111
2025
Q3 		$182K Sell
2,691
-77
-3% -$5.04K ﹤0.01% 1281
2025
Q2 		$173K Sell
2,768
-194
-7% -$11.9K ﹤0.01% 1239
2025
Q1 		$187K Sell
2,962
-539
-15% -$31.9K 0.01% 1125
2024
Q4 		$191K Sell
3,501
-125
-3% -$7.12K 0.01% 1076
2024
Q3 		$226K Buy
3,626
+203
+6% +$12K 0.01% 971
2024
Q2 		$188K Sell
3,423
-130
-4% -$7.33K 0.01% 969
2024
Q1 		$201K Sell
3,553
-330
-8% -$19.8K 0.01% 926
2023
Q4 		$252K Buy
3,883
+583
+18% +$33.6K 0.01% 773
2023
Q3 		$175K Buy
3,300
+423
+15% +$27.1K 0.01% 833
2023
Q2 		$190K Sell
2,877
-2,035
-41% -$141K 0.01% 812
2023
Q1 		$373K Sell
4,912
-38
-0.8% -$3.03K 0.02% 554
2022
Q4 		$379K Buy
4,950
+2,145
+76% +$161K 0.02% 535
2022
Q3 		$228K Hold
2,805
– – 0.02% 641
2022
Q2 		$228K Buy
+2,805
New +$226K 0.02% 641
2021
Q4 		$228K Sell
2,841
-11,054
-80% -$846K 0.01% 670
2021
Q3 		$994K Buy
13,895
+1,347
+11% +$103K 0.03% 445
2021
Q2 		$917K Sell
12,548
-1,824
-13% -$134K 0.03% 481
2021
Q1 		$996K Buy
+14,372
New +$963K 0.04% 417

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

Harbour Investments's WPC Position: Q1 2026 in Review

Harbour Investments increased its W.P. Carey (WPC) stake by 20% in Q1 2026, buying an estimated $63.3K and bringing the position to 5,382 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #1204.

Harbour Investments first reported a position in WPC in Q1 2021 and has held it in 20 quarters since. The position peaked at $996K in Q1 2021. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Harbour Investments held 5,382 shares of W.P. Carey worth $366K as of Q1 2026.
  • Harbour Investments bought 903 W.P. Carey shares in Q1 2026, an estimated $63.3K.
  • W.P. Carey made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1204 holding.
  • Harbour Investments first reported a position in W.P. Carey in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's W.P. Carey position peaked at $996K in Q1 2021.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.