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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
Q2 		$681K Sell
9,519
-198
-2% -$14.5K 0.07% 118
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Liberty One Investment Management's WPC Position: Q2 2026 in Review

Liberty One Investment Management reduced its W.P. Carey (WPC) stake by 2% in Q2 2026, selling an estimated $14.5K and leaving 9,519 shares worth $681K. 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 16 quarters since. The position peaked at $833K in Q3 2025. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Liberty One Investment Management held 9,519 shares of W.P. Carey worth $681K as of Q2 2026.
  • Liberty One Investment Management sold 198 W.P. Carey shares in Q2 2026, an estimated $14.5K.
  • W.P. Carey made up 0.07% of Liberty One Investment Management's portfolio in Q2 2026, its #118 holding.
  • Liberty One Investment Management first reported a position in W.P. Carey in Q3 2022 and has held it in 16 quarters since.
  • Liberty One Investment Management's W.P. Carey position peaked at $833K in Q3 2025.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.