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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
Q2 		$386K Buy
5,403
+325
+6% +$23.8K 0.01% 856
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HUB Investment Partners's WPC Position: Q2 2026 in Review

HUB Investment Partners increased its W.P. Carey (WPC) stake by 6.4% in Q2 2026, buying an estimated $23.8K and bringing the position to 5,403 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #856.

HUB Investment Partners first reported a position in WPC in Q3 2025 and has held it in 4 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • HUB Investment Partners held 5,403 shares of W.P. Carey worth $386K as of Q2 2026.
  • HUB Investment Partners bought 325 W.P. Carey shares in Q2 2026, an estimated $23.8K.
  • W.P. Carey made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #856 holding.
  • HUB Investment Partners first reported a position in W.P. Carey in Q3 2025 and has held it in 4 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.