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 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 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

Heitman Real Estate Securities's WPC Position: Q1 2026 in Review

Heitman Real Estate Securities increased its W.P. Carey (WPC) stake by 150% in Q1 2026, buying an estimated $3.89M and bringing the position to 92,468 shares worth $6.28M. The position accounts for 0.45% of the portfolio, ranked #42.

Heitman Real Estate Securities first reported a position in WPC in Q1 2025 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Heitman Real Estate Securities held 92,468 shares of W.P. Carey worth $6.28M as of Q1 2026.
Heitman Real Estate Securities bought 55,481 W.P. Carey shares in Q1 2026, an estimated $3.89M.
W.P. Carey made up 0.45% of Heitman Real Estate Securities's portfolio in Q1 2026, its #42 holding.
Heitman Real Estate Securities first reported a position in W.P. Carey in Q1 2025 and has held it in 5 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Heitman Real Estate Securities's 13F filing for Q1 2026, filed 15 May 2026.