Hudson Portfolio Management’s W.P. Carey WPC Stock Holding History

Hudson Portfolio Management’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	$558K	Sell	7,807 -60	-0.8%	-$4.4K	0.42%	70
2026 Q1	$535K	Hold	7,867	–	–	0.45%	73
2025 Q4	$506K	Sell	7,867 -300	-4%	-$20K	0.44%	72
2025 Q3	$552K	Hold	8,167	–	–	0.49%	65
2025 Q2	$509K	Hold	8,167	–	–	0.48%	65
2025 Q1	$515K	Hold	8,167	–	–	0.49%	66
2024 Q4	$445K	Sell	8,167 -1,565	-16%	-$89.2K	0.44%	71
2024 Q3	$606K	Buy	+9,732	New	+$577K	0.6%	60
2023 Q4	$640K	Sell	9,882 -948	-9%	-$54.6K	0.69%	49
2023 Q3	$574K	Hold	10,830	–	–	0.65%	51
2023 Q2	$717K	Hold	10,830	–	–	0.78%	46
2023 Q1	$822K	Sell	10,830 -173	-2%	-$13.8K	0.92%	40
2022 Q4	$842K	Hold	11,003	–	–	0.93%	43
2022 Q3	$752K	Sell	11,003 -42	-0.4%	-$3.44K	0.89%	42
2022 Q2	$896K	Sell	11,045 -28	-0.3%	-$2.26K	0.93%	42
2022 Q1	$877K	Hold	11,073	–	–	0.77%	47
2021 Q4	$889K	Sell	11,073 -76	-0.7%	-$5.82K	0.79%	43
2021 Q3	$797K	Sell	11,149 -62	-0.6%	-$4.72K	0.73%	50
2021 Q2	$819K	Sell	11,211 -153	-1%	-$11.2K	0.75%	49
2021 Q1	$787K	Buy	+11,364	New	+$762K	0.76%	50

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hudson Portfolio Management's WPC Position: Q2 2026 in Review

Hudson Portfolio Management reduced its W.P. Carey (WPC) stake by 0.76% in Q2 2026, selling an estimated $4.4K and leaving 7,807 shares worth $558K. The position accounts for 0.42% of the portfolio, ranked #70.

Hudson Portfolio Management first reported a position in WPC in Q1 2021 and has held it in 20 quarters since. The position peaked at $896K in Q2 2022. 900 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Hudson Portfolio Management held 7,807 shares of W.P. Carey worth $558K as of Q2 2026.
Hudson Portfolio Management sold 60 W.P. Carey shares in Q2 2026, an estimated $4.4K.
W.P. Carey made up 0.42% of Hudson Portfolio Management's portfolio in Q2 2026, its #70 holding.
Hudson Portfolio Management first reported a position in W.P. Carey in Q1 2021 and has held it in 20 quarters since.
Hudson Portfolio Management's W.P. Carey position peaked at $896K in Q2 2022.
900 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.