HighTower Advisors
WPC icon

HighTower Advisors’s W.P. Carey WPC Stock Holding History

HighTower Advisors’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
2014
Q2 		– Sell
-7,351
Closed -$4K – 1728
2014
Q1 		$4K Buy
+7,351
New +$444K ﹤0.01% 1546

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

HighTower Advisors's WPC Position: Q1 2026 in Review

HighTower Advisors increased its W.P. Carey (WPC) stake by 6.2% in Q1 2026, buying an estimated $214K and bringing the position to 52,589 shares worth $3.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

HighTower Advisors first reported a position in WPC in Q2 2013 and has held it in 51 quarters since. The position peaked at $22.5M in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • HighTower Advisors held 52,589 shares of W.P. Carey worth $3.57M as of Q1 2026.
  • HighTower Advisors bought 3,049 W.P. Carey shares in Q1 2026, an estimated $214K.
  • W.P. Carey made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1379 holding.
  • HighTower Advisors first reported a position in W.P. Carey in Q2 2013 and has held it in 51 quarters since.
  • HighTower Advisors's W.P. Carey position peaked at $22.5M in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.