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MAI Capital Management’s W.P. Carey WPC Stock Holding History

MAI Capital Management’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 		$727K Buy
10,161
+44
+0.4% +$3.22K ﹤0.01% 1123
2026
Q1 		$688K Sell
10,117
-27
-0.3% -$1.89K ﹤0.01% 902
2025
Q4 		$653K Sell
10,144
-749
-7% -$49.9K ﹤0.01% 880
2025
Q3 		$736K Buy
10,893
+1,109
+11% +$72.6K ﹤0.01% 805
2025
Q2 		$610K Buy
9,784
+575
+6% +$35.4K ﹤0.01% 790
2025
Q1 		$581K Sell
9,209
-4,791
-34% -$284K ﹤0.01% 775
2024
Q4 		$763K Buy
14,000
+5,263
+60% +$300K 0.01% 723
2024
Q3 		$544K Sell
8,737
-89
-1% -$5.28K 0.01% 713
2024
Q2 		$486K Buy
8,826
+4,049
+85% +$228K ﹤0.01% 820
2024
Q1 		$270K Sell
4,777
-724
-13% -$43.3K ﹤0.01% 1013
2023
Q4 		$357K Sell
5,501
-229
-4% -$13.2K ﹤0.01% 813
2023
Q3 		$303K Sell
5,730
-433
-7% -$27.7K ﹤0.01% 816
2023
Q2 		$408K Buy
6,163
+192
+3% +$13.3K 0.01% 713
2023
Q1 		$453K Sell
5,971
-1,587
-21% -$126K 0.01% 670
2022
Q4 		$579K Buy
7,558
+2,397
+46% +$180K 0.01% 577
2022
Q3 		$353K Buy
+5,161
New +$422K 0.01% 660
2022
Q2 		– Sell
-2,971
Closed -$235K – 975
2022
Q1 		$235K Buy
+2,971
New +$228K ﹤0.01% 774

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

MAI Capital Management's WPC Position: Q2 2026 in Review

MAI Capital Management increased its W.P. Carey (WPC) stake by 0.43% in Q2 2026, buying an estimated $3.22K and bringing the position to 10,161 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

MAI Capital Management first reported a position in WPC in Q1 2022 and has held it in 17 quarters since. The position peaked at $763K in Q4 2024. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • MAI Capital Management held 10,161 shares of W.P. Carey worth $727K as of Q2 2026.
  • MAI Capital Management bought 44 W.P. Carey shares in Q2 2026, an estimated $3.22K.
  • W.P. Carey made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1123 holding.
  • MAI Capital Management first reported a position in W.P. Carey in Q1 2022 and has held it in 17 quarters since.
  • MAI Capital Management's W.P. Carey position peaked at $763K in Q4 2024.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.