HI
WPC icon

Hoey Investments’s W.P. Carey WPC Stock Holding History

Hoey Investments’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 		$60.3K Hold
887
– – 0.01% 139
2025
Q4 		$57.1K Hold
887
– – 0.01% 147
2025
Q3 		$59.9K Hold
887
– – 0.01% 153
2025
Q2 		$55.3K Hold
887
– – 0.01% 149
2025
Q1 		$56K Hold
887
– – 0.01% 134
2024
Q4 		$48.3K Buy
+887
New +$50.5K 0.01% 135

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

Hoey Investments's WPC Position: Q1 2026 in Review

Hoey Investments held its W.P. Carey (WPC) position steady in Q1 2026 at 887 shares worth $60.3K. The position accounts for 0.01% of the portfolio, ranked #139.

Hoey Investments first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Hoey Investments held 887 shares of W.P. Carey worth $60.3K as of Q1 2026.
  • Hoey Investments left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up 0.01% of Hoey Investments's portfolio in Q1 2026, its #139 holding.
  • Hoey Investments first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.