Liberty One Investment Management’s W.P. Carey WPC Stock Holding History

Liberty One Investment 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
2026 Q1	$660K	Buy	9,717 +1,070	+12%	+$75.1K	0.07%	118
2025 Q4	$557K	Sell	8,647 -3,682	-30%	-$245K	0.07%	114
2025 Q3	$833K	Buy	12,329 +1,070	+10%	+$70K	0.05%	108
2025 Q2	$702K	Sell	11,259 -766	-6%	-$47.2K	0.07%	101
2025 Q1	$759K	Sell	12,025 -218	-2%	-$12.9K	0.08%	96
2024 Q4	$667K	Buy	12,243 +1,016	+9%	+$57.9K	0.07%	108
2024 Q3	$699K	Sell	11,227 -305	-3%	-$18.1K	0.07%	111
2024 Q2	$635K	Sell	11,532 -385	-3%	-$21.7K	0.07%	116
2024 Q1	$673K	Buy	11,917 +1,830	+18%	+$110K	0.08%	113
2023 Q4	$654K	Sell	10,087 -655	-6%	-$37.7K	0.08%	105
2023 Q3	$569K	Buy	10,742 +121	+1%	+$7.75K	0.08%	103
2023 Q2	$703K	Sell	10,621 -86	-0.8%	-$5.98K	0.09%	105
2023 Q1	$812K	Sell	10,707 -104	-1%	-$8.29K	0.11%	94
2022 Q4	$828K	Sell	10,811 -480	-4%	-$36.1K	0.12%	90
2022 Q3	$772K	Buy	+11,291	New	+$924K	0.13%	94

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Liberty One Investment Management's WPC Position: Q1 2026 in Review

Liberty One Investment Management increased its W.P. Carey (WPC) stake by 12% in Q1 2026, buying an estimated $75.1K and bringing the position to 9,717 shares worth $660K. The position accounts for 0.07% of the portfolio, ranked #118.

Liberty One Investment Management first reported a position in WPC in Q3 2022 and has held it in 15 quarters since. The position peaked at $833K in Q3 2025. 867 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Liberty One Investment Management held 9,717 shares of W.P. Carey worth $660K as of Q1 2026.
Liberty One Investment Management bought 1,070 W.P. Carey shares in Q1 2026, an estimated $75.1K.
W.P. Carey made up 0.07% of Liberty One Investment Management's portfolio in Q1 2026, its #118 holding.
Liberty One Investment Management first reported a position in W.P. Carey in Q3 2022 and has held it in 15 quarters since.
Liberty One Investment Management's W.P. Carey position peaked at $833K in Q3 2025.
867 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.