Loomis, Sayles & Company
WPC icon

Loomis, Sayles & Company’s W.P. Carey WPC Stock Holding History

Loomis, Sayles & Company’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 		$34.2K Buy
+478
New +$35K ﹤0.01% 659
2018
Q4 		– Sell
-496
Closed -$31K – 948
2018
Q3 		$31K Hold
496
– – ﹤0.01% 674
2018
Q2 		$32K Hold
496
– – ﹤0.01% 706
2018
Q1 		$30K Buy
+496
New +$30.5K ﹤0.01% 708
2016
Q3 		– Sell
-77
Closed -$5K – 1078
2016
Q2 		$5K Buy
+77
New +$4.83K ﹤0.01% 857

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

Loomis, Sayles & Company's WPC Position: Q2 2026 in Review

Loomis, Sayles & Company opened a new position in W.P. Carey (WPC) in Q2 2026: 478 shares worth $34.2K. The stake represents ﹤0.01% of the portfolio and ranks #659 among its holdings. This is a return to the name: Loomis, Sayles & Company previously reported a position in WPC as recently as Q3 2018.

Loomis, Sayles & Company first reported a position in WPC in Q2 2016 and has held it in 5 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Loomis, Sayles & Company held 478 shares of W.P. Carey worth $34.2K as of Q2 2026.
  • W.P. Carey was a new Loomis, Sayles & Company position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #659 holding.
  • Loomis, Sayles & Company first reported a position in W.P. Carey in Q2 2016 and has held it in 5 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.