KOCAA
WPC icon

Knights of Columbus Asset Advisors’s W.P. Carey WPC Stock Holding History

Knights of Columbus Asset Advisors’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 		$2.19M Buy
32,170
+8,184
+34% +$574K 0.12% 188
2025
Q4 		$1.54M Sell
23,986
-16,054
-40% -$1.07M 0.09% 225
2025
Q3 		$2.71M Buy
40,040
+9,489
+31% +$621K 0.16% 149
2025
Q2 		$1.91M Buy
+30,551
New +$1.88M 0.12% 190

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

Knights of Columbus Asset Advisors's WPC Position: Q1 2026 in Review

Knights of Columbus Asset Advisors increased its W.P. Carey (WPC) stake by 34% in Q1 2026, buying an estimated $574K and bringing the position to 32,170 shares worth $2.19M. The position accounts for 0.12% of the portfolio, ranked #188.

Knights of Columbus Asset Advisors first reported a position in WPC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.71M in Q3 2025. 867 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Knights of Columbus Asset Advisors held 32,170 shares of W.P. Carey worth $2.19M as of Q1 2026.
  • Knights of Columbus Asset Advisors bought 8,184 W.P. Carey shares in Q1 2026, an estimated $574K.
  • W.P. Carey made up 0.12% of Knights of Columbus Asset Advisors's portfolio in Q1 2026, its #188 holding.
  • Knights of Columbus Asset Advisors first reported a position in W.P. Carey in Q2 2025 and has held it in 4 quarters since.
  • Knights of Columbus Asset Advisors's W.P. Carey position peaked at $2.71M in Q3 2025.
  • 867 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q1 2026, filed 11 May 2026.