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	-21,033	Closed	-$1.69M	–	4476
2021 Q4	$1.69M	Buy	21,033 +13,069	+164%	+$1M	﹤0.01%	2079
2021 Q3	$570K	Buy	+7,964	New	+$606K	﹤0.01%	3135
2021 Q2	–	Sell	-31,345	Closed	-$2.17M	–	4627
2021 Q1	$2.17M	Buy	31,345 +12,354	+65%	+$828K	0.01%	1645
2020 Q4	$1.31M	Buy	+18,991	New	+$1.27M	﹤0.01%	1790
2020 Q2	–	Sell	-6,330	Closed	-$360K	–	3578
2020 Q1	$360K	Sell	6,330 -8,679	-58%	-$658K	﹤0.01%	2171
2019 Q4	$1.18M	Sell	15,009 -1,123	-7%	-$94.1K	﹤0.01%	2047
2019 Q3	$1.41M	Buy	16,132 +10,312	+177%	+$879K	﹤0.01%	1700
2019 Q2	$463K	Buy	+5,820	New	+$461K	﹤0.01%	2554

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.