MCM
WPC icon

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
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 $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

MAI Capital Management's WPC Position: Q1 2026 in Review

MAI Capital Management reduced its W.P. Carey (WPC) stake by 0.27% in Q1 2026, selling an estimated $1.89K and leaving 10,117 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

MAI Capital Management first reported a position in WPC in Q1 2022 and has held it in 16 quarters since. The position peaked at $763K in Q4 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • MAI Capital Management held 10,117 shares of W.P. Carey worth $688K as of Q1 2026.
  • MAI Capital Management sold 27 W.P. Carey shares in Q1 2026, an estimated $1.89K.
  • W.P. Carey made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #902 holding.
  • MAI Capital Management first reported a position in W.P. Carey in Q1 2022 and has held it in 16 quarters since.
  • MAI Capital Management's W.P. Carey position peaked at $763K in Q4 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.