Lighthouse Investment Partners’s W.P. Carey WPC Stock Holding History

Lighthouse Investment Partners’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	$19.7M	Buy	276,126 +76,126	+38%	+$5.58M	0.54%	34
2026 Q1	$13.6M	Buy	200,000 +40,000	+25%	+$2.81M	0.47%	47
2025 Q4	$10.3M	Sell	160,000 -50,000	-24%	-$3.33M	0.31%	88
2025 Q3	$14.2M	Sell	210,000 -55,000	-21%	-$3.6M	0.43%	51
2025 Q2	$16.5M	Sell	265,000 -61,100	-19%	-$3.76M	0.62%	27
2025 Q1	$20.6M	Buy	326,100 +136,100	+72%	+$8.06M	0.85%	19
2024 Q4	$10.4M	Sell	190,000 -10,000	-5%	-$570K	0.34%	82
2024 Q3	$12.5M	Buy	+200,000	New	+$11.9M	0.47%	48
2023 Q4	–	Sell	-178,675	Closed	-$9.46M	–	446
2023 Q3	$9.46M	Buy	+178,675	New	+$11.4M	0.39%	49

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

Lighthouse Investment Partners's WPC Position: Q2 2026 in Review

Lighthouse Investment Partners increased its W.P. Carey (WPC) stake by 38% in Q2 2026, buying an estimated $5.58M and bringing the position to 276,126 shares worth $19.7M. The position accounts for 0.54% of the portfolio, ranked #34.

Lighthouse Investment Partners first reported a position in WPC in Q3 2023 and has held it in 9 quarters since. The position peaked at $20.6M in Q1 2025. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Lighthouse Investment Partners held 276,126 shares of W.P. Carey worth $19.7M as of Q2 2026.
Lighthouse Investment Partners bought 76,126 W.P. Carey shares in Q2 2026, an estimated $5.58M.
W.P. Carey made up 0.54% of Lighthouse Investment Partners's portfolio in Q2 2026, its #34 holding.
Lighthouse Investment Partners first reported a position in W.P. Carey in Q3 2023 and has held it in 9 quarters since.
Lighthouse Investment Partners's W.P. Carey position peaked at $20.6M in Q1 2025.
897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.