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Heitman Real Estate Securities’s W.P. Carey WPC Stock Holding History

Heitman Real Estate Securities’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 		$19.2M Buy
268,473
+176,005
+190% +$12.9M 1.23% 27
2026
Q1 		$6.28M Buy
92,468
+55,481
+150% +$3.89M 0.45% 42
2025
Q4 		$2.38M Sell
36,987
-42,416
-53% -$2.82M 0.17% 41
2025
Q3 		$5.37M Buy
79,403
+15,469
+24% +$1.01M 0.37% 39
2025
Q2 		$3.99M Buy
63,934
+39,815
+165% +$2.45M 0.28% 41
2025
Q1 		$1.52M Buy
+24,119
New +$1.43M 0.1% 42

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

Heitman Real Estate Securities's WPC Position: Q2 2026 in Review

Heitman Real Estate Securities increased its W.P. Carey (WPC) stake by 190% in Q2 2026, buying an estimated $12.9M and bringing the position to 268,473 shares worth $19.2M. The position accounts for 1.23% of the portfolio, ranked #27.

Heitman Real Estate Securities first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Heitman Real Estate Securities held 268,473 shares of W.P. Carey worth $19.2M as of Q2 2026.
  • Heitman Real Estate Securities bought 176,005 W.P. Carey shares in Q2 2026, an estimated $12.9M.
  • W.P. Carey made up 1.23% of Heitman Real Estate Securities's portfolio in Q2 2026, its #27 holding.
  • Heitman Real Estate Securities first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Heitman Real Estate Securities's 13F filing for Q2 2026, filed 14 Aug 2026.