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

Hilltop Partners’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	$1.49M	Sell	21,930 -1,779	-8%	-$125K	0.38%	40
2025 Q4	$1.53M	Sell	23,709 -317	-1%	-$21.1K	0.39%	40
2025 Q3	$1.62M	Sell	24,026 -2,221	-8%	-$145K	0.49%	37
2025 Q2	$1.64M	Sell	26,247 -384	-1%	-$23.6K	0.5%	38
2025 Q1	$1.68M	Buy	26,631 +21	+0.1%	+$1.24K	0.57%	32
2024 Q4	$1.45M	Sell	26,610 -54	-0.2%	-$3.08K	0.49%	34
2024 Q3	$1.66M	Sell	26,664 -323	-1%	-$19.1K	0.56%	30
2024 Q2	$1.49M	Sell	26,987 -481	-2%	-$27.1K	0.55%	29
2024 Q1	$1.55M	Sell	27,468 -1,068	-4%	-$63.9K	0.55%	24
2023 Q4	$1.85M	Sell	28,536 -2,452	-8%	-$141K	0.73%	20
2023 Q3	$1.64M	Sell	30,988 -1,389	-4%	-$89K	0.69%	23
2023 Q2	$2.14M	Sell	32,377 -4,778	-13%	-$332K	0.89%	19
2023 Q1	$2.82M	Sell	37,155 -76	-0.2%	-$6.06K	1.27%	21
2022 Q4	$2.85M	Buy	+37,231	New	+$2.8M	1.52%	13

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 Partners's WPC Position: Q1 2026 in Review

Hilltop Partners reduced its W.P. Carey (WPC) stake by 7.5% in Q1 2026, selling an estimated $125K and leaving 21,930 shares worth $1.49M. The position accounts for 0.38% of the portfolio, ranked #40.

Hilltop Partners first reported a position in WPC in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.85M in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Hilltop Partners held 21,930 shares of W.P. Carey worth $1.49M as of Q1 2026.
Hilltop Partners sold 1,779 W.P. Carey shares in Q1 2026, an estimated $125K.
W.P. Carey made up 0.38% of Hilltop Partners's portfolio in Q1 2026, its #40 holding.
Hilltop Partners first reported a position in W.P. Carey in Q4 2022 and has held it in 14 quarters since.
Hilltop Partners's W.P. Carey position peaked at $2.85M in Q4 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Hilltop Partners's 13F filing for Q1 2026, filed 12 May 2026.