LAM
WPC icon

LECAP Asset Management’s W.P. Carey WPC Stock Holding History

LECAP Asset Management’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
2025
Q2 		– Sell
-27,871
Closed -$1.76M – 404
2025
Q1 		$1.76M Buy
+27,871
New +$1.65M 0.41% 103
2024
Q4 		– Sell
-24,159
Closed -$1.51M – 424
2024
Q3 		$1.51M Sell
24,159
-15,706
-39% -$931K 0.33% 122
2024
Q2 		$2.19M Buy
39,865
+3,253
+9% +$183K 0.47% 74
2024
Q1 		$2.07M Buy
36,612
+20,148
+122% +$1.21M 0.43% 82
2023
Q4 		$1.07M Buy
+16,464
New +$949K 0.39% 99

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LECAP Asset Management's WPC Position: Q2 2025 in Review

LECAP Asset Management sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 27,871 shares — an estimated $1.76M sold.

LECAP Asset Management first reported a position in WPC in Q4 2023 and held it in 5 quarters. The position peaked at $2.19M in Q2 2024. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • LECAP Asset Management reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
  • LECAP Asset Management sold 27,871 W.P. Carey shares in Q2 2025, an estimated $1.76M.
  • LECAP Asset Management first reported a position in W.P. Carey in Q4 2023 and held it in 5 quarters.
  • LECAP Asset Management's W.P. Carey position peaked at $2.19M in Q2 2024.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on LECAP Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.