John Overdeck’s W.P. Carey WPC Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-6,126	Closed	-$492K	–	4475
2021 Q4	$492K	Buy	6,126 +1,838	+43%	+$141K	﹤0.01%	3271
2021 Q3	$307K	Buy	+4,288	New	+$326K	﹤0.01%	3658
2021 Q1	–	Sell	-5,718	Closed	-$395K	–	4286
2020 Q4	$395K	Buy	+5,718	New	+$382K	﹤0.01%	2657
2020 Q2	–	Sell	-10,925	Closed	-$621K	–	3577
2020 Q1	$621K	Sell	10,925 -3,777	-26%	-$286K	0.01%	1777
2019 Q4	$1.15M	Buy	14,702 +10,516	+251%	+$881K	﹤0.01%	2062
2019 Q3	$367K	Sell	4,186 -306	-7%	-$26.1K	﹤0.01%	2799
2019 Q2	$357K	Buy	+4,492	New	+$356K	﹤0.01%	2751

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 $3.37T AUM 44.26% 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

John Overdeck's WPC Position: Q2 2026 in Review

John Overdeck reduced its W.P. Carey (WPC) stake by 3.8% in Q2 2026, selling an estimated $2.24M and leaving 771,150 shares worth $55.1M. The position accounts for 0.04% of the portfolio, ranked #521.

John Overdeck first reported a position in WPC in Q4 2013 and has held it in 40 quarters since. 896 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

John Overdeck held 771,150 shares of W.P. Carey worth $55.1M as of Q2 2026.
John Overdeck sold 30,554 W.P. Carey shares in Q2 2026, an estimated $2.24M.
W.P. Carey made up 0.04% of John Overdeck's portfolio in Q2 2026, its #521 holding.
John Overdeck first reported a position in W.P. Carey in Q4 2013 and has held it in 40 quarters since.
896 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.