JG
WPC icon

Jain Global’s W.P. Carey WPC Stock Holding History

Jain Global’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 		$27.7M Buy
387,879
+55,516
+17% +$4.07M 0.11% 168
2026
Q1 		$22.6M Buy
332,363
+89,336
+37% +$6.27M 0.09% 194
2025
Q4 		$15.6M Buy
243,027
+7,596
+3% +$506K 0.08% 258
2025
Q3 		$15.9M Sell
235,431
-117,809
-33% -$7.71M 0.08% 166
2025
Q2 		$22M Buy
353,240
+61,055
+21% +$3.76M 0.17% 122
2025
Q1 		$18.4M Buy
+292,185
New +$17.3M 0.22% 72

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

Jain Global's WPC Position: Q2 2026 in Review

Jain Global increased its W.P. Carey (WPC) stake by 17% in Q2 2026, buying an estimated $4.07M and bringing the position to 387,879 shares worth $27.7M. The position accounts for 0.11% of the portfolio, ranked #168.

Jain Global first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. 895 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Jain Global held 387,879 shares of W.P. Carey worth $27.7M as of Q2 2026.
  • Jain Global bought 55,516 W.P. Carey shares in Q2 2026, an estimated $4.07M.
  • W.P. Carey made up 0.11% of Jain Global's portfolio in Q2 2026, its #168 holding.
  • Jain Global first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • 895 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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