MC
WPC icon

Machina Capital’s W.P. Carey WPC Stock Holding History

Machina Capital’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 		– Sell
-6,102
Closed -$393K – 462
2025
Q4 		$393K Sell
6,102
-3,574
-37% -$238K 0.08% 270
2025
Q3 		$654K Buy
9,676
+3,663
+61% +$240K 0.12% 209
2025
Q2 		$375K Buy
6,013
+2,047
+52% +$126K 0.08% 245
2025
Q1 		$250K Sell
3,966
-3,193
-45% -$189K 0.07% 260
2024
Q4 		$390K Buy
+7,159
New +$408K 0.16% 194
2023
Q3 		– Sell
-8,242
Closed -$545K – 371
2023
Q2 		$545K Buy
8,242
+5,149
+166% +$358K 0.31% 133
2023
Q1 		$235K Buy
+3,093
New +$246K 0.21% 173
2019
Q2 		– Sell
-782
Closed -$60K – 650
2019
Q1 		$60K Buy
+782
New +$56.3K 0.02% 340

Other funds holding WPC

BlackRock
BlackRock New York $5.7T 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 $1.47T 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