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INTECH Investment Management’s W.P. Carey WPC Stock Holding History

INTECH Investment 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 		$848K Sell
11,862
-18,500
-61% -$1.36M 0.01% 1112
2026
Q1 		$2.06M Buy
30,362
+11,862
+64% +$832K 0.02% 689
2025
Q4 		$1.19M Buy
18,500
+3,945
+27% +$263K 0.01% 1027
2025
Q3 		$983K Sell
14,555
-3,884
-21% -$254K 0.01% 1177
2025
Q2 		$1.15M Sell
18,439
-4,935
-21% -$304K 0.01% 1120
2025
Q1 		$1.48M Sell
23,374
-42,045
-64% -$2.49M 0.02% 946
2024
Q4 		$3.56M Buy
65,419
+56,414
+626% +$3.21M 0.03% 438
2024
Q3 		$561K Hold
9,005
– – 0.01% 1163
2024
Q2 		$496K Hold
9,005
– – 0.01% 809
2024
Q1 		$508K Buy
9,005
+5,303
+143% +$317K 0.01% 543
2023
Q4 		$240K Sell
3,702
-6,594
-64% -$380K ﹤0.01% 666
2023
Q3 		$545K Buy
10,296
+2,154
+26% +$138K 0.01% 564
2023
Q2 		$539K Sell
8,142
-9,452
-54% -$657K 0.01% 582
2023
Q1 		$1.33M Buy
17,594
+1,746
+11% +$139K 0.01% 492
2022
Q4 		$1.21M Sell
15,848
-170
-1% -$12.8K 0.01% 496
2022
Q3 		$1.1M Buy
16,018
+6
+0% +$491 0.01% 497
2022
Q2 		$1.3M Buy
+16,012
New +$1.29M 0.01% 495

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

INTECH Investment Management's WPC Position: Q2 2026 in Review

INTECH Investment Management reduced its W.P. Carey (WPC) stake by 61% in Q2 2026, selling an estimated $1.36M and leaving 11,862 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #1112.

INTECH Investment Management first reported a position in WPC in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.56M in Q4 2024. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • INTECH Investment Management held 11,862 shares of W.P. Carey worth $848K as of Q2 2026.
  • INTECH Investment Management sold 18,500 W.P. Carey shares in Q2 2026, an estimated $1.36M.
  • W.P. Carey made up 0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1112 holding.
  • INTECH Investment Management first reported a position in W.P. Carey in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's W.P. Carey position peaked at $3.56M in Q4 2024.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.