LP
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LMR Partners’s W.P. Carey WPC Stock Holding History

LMR 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
Q1 		$9.41M Buy
138,518
+80,960
+141% +$5.68M 0.02% 450
2025
Q4 		$3.7M Buy
+57,558
New +$3.83M 0.01% 655
2016
Q4 		– Sell
-18,003
Closed -$1.14M – 420
2016
Q3 		$1.14M Buy
+18,003
New +$1.2M 0.11% 176
2015
Q2 		– Sell
-55,136
Closed -$3.67M – 611
2015
Q1 		$3.67M Buy
+55,136
New +$3.79M 0.51% 62

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

LMR Partners's WPC Position: Q1 2026 in Review

LMR Partners increased its W.P. Carey (WPC) stake by 141% in Q1 2026, buying an estimated $5.68M and bringing the position to 138,518 shares worth $9.41M. The position accounts for 0.02% of the portfolio, ranked #450.

LMR Partners first reported a position in WPC in Q1 2015 and has held it in 4 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • LMR Partners held 138,518 shares of W.P. Carey worth $9.41M as of Q1 2026.
  • LMR Partners bought 80,960 W.P. Carey shares in Q1 2026, an estimated $5.68M.
  • W.P. Carey made up 0.02% of LMR Partners's portfolio in Q1 2026, its #450 holding.
  • LMR Partners first reported a position in W.P. Carey in Q1 2015 and has held it in 4 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.