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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

INVST's WPC Position: Q1 2026 in Review

INVST reduced its W.P. Carey (WPC) stake by 4% in Q1 2026, selling an estimated $29K and leaving 9,965 shares worth $677K. The position accounts for 0.08% of the portfolio, ranked #219.

INVST first reported a position in WPC in Q1 2025 and has held it in 5 quarters since. The position peaked at $749K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • INVST held 9,965 shares of W.P. Carey worth $677K as of Q1 2026.
  • INVST sold 414 W.P. Carey shares in Q1 2026, an estimated $29K.
  • W.P. Carey made up 0.08% of INVST's portfolio in Q1 2026, its #219 holding.
  • INVST first reported a position in W.P. Carey in Q1 2025 and has held it in 5 quarters since.
  • INVST's W.P. Carey position peaked at $749K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.