I
WPC icon

InceptionR’s W.P. Carey WPC Stock Holding History

InceptionR’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 		$294K Sell
4,105
-22,134
-84% -$1.62M 0.07% 472
2026
Q1 		$1.78M Buy
+26,239
New +$1.84M 0.43% 32
2025
Q4 		– Sell
-22,665
Closed -$1.53M – 904
2025
Q3 		$1.53M Buy
22,665
+11,920
+111% +$780K 0.37% 43
2025
Q2 		$670K Sell
10,745
-7,562
-41% -$466K 0.16% 239
2025
Q1 		$1.16M Sell
18,307
-18,142
-50% -$1.07M 0.35% 74
2024
Q4 		$1.99M Buy
+36,449
New +$2.08M 0.44% 24
2023
Q3 		– Sell
-12,424
Closed -$822K – 597
2023
Q2 		$822K Buy
+12,424
New +$864K 0.44% 53

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 $3.37T AUM 44.26% 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

InceptionR's WPC Position: Q2 2026 in Review

InceptionR reduced its W.P. Carey (WPC) stake by 84% in Q2 2026, selling an estimated $1.62M and leaving 4,105 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #472.

InceptionR first reported a position in WPC in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.99M in Q4 2024. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • InceptionR held 4,105 shares of W.P. Carey worth $294K as of Q2 2026.
  • InceptionR sold 22,134 W.P. Carey shares in Q2 2026, an estimated $1.62M.
  • W.P. Carey made up 0.07% of InceptionR's portfolio in Q2 2026, its #472 holding.
  • InceptionR first reported a position in W.P. Carey in Q2 2023 and has held it in 7 quarters since.
  • InceptionR's W.P. Carey position peaked at $1.99M in Q4 2024.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.