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
2023 Q2	–	Sell	-715	Closed	-$385	–	3730
2023 Q1	$385	Buy	715 +708	+10,114%	+$56.4K	﹤0.01%	3335
2022 Q4	$1.12K	Buy	7 +1	+17%	+$75	﹤0.01%	3281
2022 Q3	$2K	Buy	+6	New	+$491	﹤0.01%	3106
2020 Q3	–	Sell	-1,532	Closed	-$3K	–	2714
2020 Q2	$3K	Buy	+1,532	New	+$95.2K	﹤0.01%	2370

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

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.