J. Safra Sarasin Holding’s W.P. Carey WPC Stock Holding History

J. Safra Sarasin Holding’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	$770K	Hold	11,324	–	–	0.01%	446
2026 Q1	$770K	Buy	+11,324	New	+$794K	0.01%	351

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

J. Safra Sarasin Holding's WPC Position: Q2 2026 in Review

J. Safra Sarasin Holding held its W.P. Carey (WPC) position steady in Q2 2026 at 11,324 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #446.

J. Safra Sarasin Holding first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

J. Safra Sarasin Holding held 11,324 shares of W.P. Carey worth $770K as of Q2 2026.
J. Safra Sarasin Holding left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #446 holding.
J. Safra Sarasin Holding first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.