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

INVST’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 		$702K Sell
9,819
-146
-1% -$10.7K 0.07% 220
2026
Q1 		$677K Sell
9,965
-414
-4% -$29K 0.08% 219
2025
Q4 		$668K Sell
10,379
-704
-6% -$46.9K 0.07% 219
2025
Q3 		$749K Sell
11,083
-217
-2% -$14.2K 0.09% 195
2025
Q2 		$705K Sell
11,300
-333
-3% -$20.5K 0.09% 191
2025
Q1 		$734K Buy
+11,633
New +$689K 0.1% 165

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

INVST's WPC Position: Q2 2026 in Review

INVST reduced its W.P. Carey (WPC) stake by 1.5% in Q2 2026, selling an estimated $10.7K and leaving 9,819 shares worth $702K. The position accounts for 0.07% of the portfolio, ranked #220.

INVST first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. The position peaked at $749K in Q3 2025. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • INVST held 9,819 shares of W.P. Carey worth $702K as of Q2 2026.
  • INVST sold 146 W.P. Carey shares in Q2 2026, an estimated $10.7K.
  • W.P. Carey made up 0.07% of INVST's portfolio in Q2 2026, its #220 holding.
  • INVST first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • INVST's W.P. Carey position peaked at $749K in Q3 2025.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.