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

HSBC 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
2023 Q1	–	Sell	-39,717	Closed	-$3.03M	–	3078
2022 Q4	$3.03M	Hold	39,717	–	–	﹤0.01%	1499
2022 Q3	$2.69M	Hold	39,717	–	–	﹤0.01%	1426
2022 Q2	$3.27M	Hold	39,717	–	–	﹤0.01%	1364
2022 Q1	$3.2M	Buy	+39,717	New	+$3.05M	﹤0.01%	1380
2015 Q3	–	Sell	-2,679	Closed	-$155K	–	2182
2015 Q2	$155K	Buy	+2,679	New	+$167K	﹤0.01%	1871

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

HSBC Holdings's WPC Position: Q1 2026 in Review

HSBC Holdings increased its W.P. Carey (WPC) stake by 0.64% in Q1 2026, buying an estimated $414K and bringing the position to 928,438 shares worth $63.1M. The position accounts for 0.03% of the portfolio, ranked #449.

HSBC Holdings first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

HSBC Holdings held 928,438 shares of W.P. Carey worth $63.1M as of Q1 2026.
HSBC Holdings bought 5,898 W.P. Carey shares in Q1 2026, an estimated $414K.
W.P. Carey made up 0.03% of HSBC Holdings's portfolio in Q1 2026, its #449 holding.
HSBC Holdings first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.