Hilltop Holdings’s W.P. Carey WPC Stock Holding History

Hilltop Holdings’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	$410K	Sell	6,030 -3,171	-34%	-$222K	0.04%	435
2025 Q4	$592K	Sell	9,201 -186	-2%	-$12.4K	0.04%	497
2025 Q3	$634K	Buy	9,387 +1,862	+25%	+$122K	0.03%	497
2025 Q2	$469K	Buy	7,525 +417	+6%	+$25.7K	0.03%	535
2025 Q1	$449K	Buy	7,108 +1,832	+35%	+$108K	0.03%	551
2024 Q4	$287K	Buy	5,276 +606	+13%	+$34.5K	0.02%	677
2024 Q3	$291K	Buy	+4,670	New	+$277K	0.02%	668
2023 Q2	–	Sell	-3,969	Closed	-$301K	–	611
2023 Q1	$301K	Buy	3,969 +626	+19%	+$49.9K	0.04%	395
2022 Q4	$256K	Buy	3,343 +51	+2%	+$3.83K	0.03%	424
2022 Q3	$225K	Buy	3,292 +485	+17%	+$39.7K	0.03%	435
2022 Q2	$228K	Buy	+2,807	New	+$227K	0.03%	448
2022 Q1	–	Sell	-4,077	Closed	-$328K	–	638
2021 Q4	$328K	Buy	+4,077	New	+$312K	0.03%	443

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

Hilltop Holdings's WPC Position: Q1 2026 in Review

Hilltop Holdings reduced its W.P. Carey (WPC) stake by 34% in Q1 2026, selling an estimated $222K and leaving 6,030 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #435.

Hilltop Holdings first reported a position in WPC in Q4 2021 and has held it in 12 quarters since. The position peaked at $634K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Hilltop Holdings held 6,030 shares of W.P. Carey worth $410K as of Q1 2026.
Hilltop Holdings sold 3,171 W.P. Carey shares in Q1 2026, an estimated $222K.
W.P. Carey made up 0.04% of Hilltop Holdings's portfolio in Q1 2026, its #435 holding.
Hilltop Holdings first reported a position in W.P. Carey in Q4 2021 and has held it in 12 quarters since.
Hilltop Holdings's W.P. Carey position peaked at $634K in Q3 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.