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HUB Investment Partners’s W.P. Carey WPC Stock Holding History

HUB Investment 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 		$345K Buy
5,078
+1,449
+40% +$102K 0.01% 739
2025
Q4 		$234K Sell
3,629
-680
-16% -$45.3K 0.01% 776
2025
Q3 		$291K Buy
+4,309
New +$282K 0.01% 553

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

HUB Investment Partners's WPC Position: Q1 2026 in Review

HUB Investment Partners increased its W.P. Carey (WPC) stake by 40% in Q1 2026, buying an estimated $102K and bringing the position to 5,078 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #739.

HUB Investment Partners first reported a position in WPC in Q3 2025 and has held it in 3 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • HUB Investment Partners held 5,078 shares of W.P. Carey worth $345K as of Q1 2026.
  • HUB Investment Partners bought 1,449 W.P. Carey shares in Q1 2026, an estimated $102K.
  • W.P. Carey made up 0.01% of HUB Investment Partners's portfolio in Q1 2026, its #739 holding.
  • HUB Investment Partners first reported a position in W.P. Carey in Q3 2025 and has held it in 3 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.