Inspire Investing
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Inspire Investing’s W.P. Carey WPC Stock Holding History

Inspire Investing’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
Q3 		$3.13M Buy
48,438
+5,627
+13% +$399K 0.13% 166
2026
Q2 		$3.06M Buy
42,811
+5,826
+16% +$427K 0.13% 176
2026
Q1 		$2.51M Buy
36,985
+10,687
+41% +$750K 0.15% 162
2025
Q4 		$1.69M Buy
26,298
+1,578
+6% +$105K 0.15% 149
2025
Q3 		$1.67M Sell
24,720
-685
-3% -$44.8K 0.16% 144
2025
Q2 		$1.58M Buy
25,405
+923
+4% +$56.8K 0.17% 135
2025
Q1 		$1.55M Buy
24,482
+547
+2% +$32.4K 0.18% 139
2024
Q4 		$1.3M Sell
23,935
-797
-3% -$45.4K 0.15% 148
2024
Q3 		$1.54M Sell
24,732
-1,120
-4% -$66.4K 0.16% 133
2024
Q2 		$1.42M Sell
25,852
-5,975
-19% -$337K 0.16% 150
2024
Q1 		$1.8M Buy
31,827
+4,330
+16% +$259K 0.18% 136
2023
Q4 		$1.78M Sell
27,497
-2,291
-8% -$132K 0.2% 118
2023
Q3 		$1.58M Sell
29,788
-843
-3% -$54K 0.2% 118
2023
Q2 		$2.03M Sell
30,631
-300
-1% -$20.9K 0.25% 97
2023
Q1 		$2.35M Buy
30,931
+3,494
+13% +$278K 0.3% 83
2022
Q4 		$2.1M Buy
27,437
+1,656
+6% +$124K 0.27% 82
2022
Q3 		$1.76M Buy
25,781
+333
+1% +$27.3K 0.25% 86
2022
Q2 		$2.06M Sell
25,448
-430
-2% -$34.7K 0.27% 82
2022
Q1 		$2.05M Sell
25,878
-2,273
-8% -$174K 0.24% 101
2021
Q4 		$2.26M Buy
28,151
+1,270
+5% +$97.2K 0.26% 106
2021
Q3 		$1.92M Buy
26,881
+14,443
+116% +$1.1M 0.24% 106
2021
Q2 		$909K Buy
12,438
+1,019
+9% +$74.6K 0.12% 193
2021
Q1 		$791K Buy
11,419
+4,590
+67% +$308K 0.12% 174
2020
Q4 		$472K Buy
6,829
+1,169
+21% +$78.1K 0.1% 186
2020
Q3 		$361K Buy
+5,660
New +$381K 0.1% 204

Other funds holding WPC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Inspire Investing's WPC Position: Q3 2026 in Review

Inspire Investing increased its W.P. Carey (WPC) stake by 13% in Q3 2026, buying an estimated $399K and bringing the position to 48,438 shares worth $3.13M. The position accounts for 0.13% of the portfolio, ranked #166.

Inspire Investing first reported a position in WPC in Q3 2020 and has held it in 25 quarters since. 452 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Inspire Investing held 48,438 shares of W.P. Carey worth $3.13M as of Q3 2026.
  • Inspire Investing bought 5,627 W.P. Carey shares in Q3 2026, an estimated $399K.
  • W.P. Carey made up 0.13% of Inspire Investing's portfolio in Q3 2026, its #166 holding.
  • Inspire Investing first reported a position in W.P. Carey in Q3 2020 and has held it in 25 quarters since.
  • 452 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.