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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
Q2 		– Sell
-138,518
Closed -$9.41M – 1816
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 $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

LMR Partners's WPC Position: Q2 2026 in Review

LMR Partners sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 138,518 shares — an estimated $9.41M sold.

LMR Partners first reported a position in WPC in Q1 2015 and held it in 4 quarters. The position peaked at $9.41M in Q1 2026. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • LMR Partners reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • LMR Partners sold 138,518 W.P. Carey shares in Q2 2026, an estimated $9.41M.
  • LMR Partners first reported a position in W.P. Carey in Q1 2015 and held it in 4 quarters.
  • LMR Partners's W.P. Carey position peaked at $9.41M in Q1 2026.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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