Markowski Investments
WPC icon

Markowski Investments’s W.P. Carey WPC Stock Holding History

Markowski Investments’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
Q3 		$121K Buy
1,869
+6
+0.3% +$426 0.03% 148
2026
Q2 		$133K Buy
+1,863
New +$137K 0.03% 144

Other funds holding WPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Markowski Investments's WPC Position: Q3 2026 in Review

Markowski Investments increased its W.P. Carey (WPC) stake by 0.32% in Q3 2026, buying an estimated $426 and bringing the position to 1,869 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #148.

Markowski Investments first reported a position in WPC in Q2 2026 and has held it in 2 quarters since. The position peaked at $133K in Q2 2026. 748 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Markowski Investments held 1,869 shares of W.P. Carey worth $121K as of Q3 2026.
  • Markowski Investments bought 6 W.P. Carey shares in Q3 2026, an estimated $426.
  • W.P. Carey made up 0.03% of Markowski Investments's portfolio in Q3 2026, its #148 holding.
  • Markowski Investments first reported a position in W.P. Carey in Q2 2026 and has held it in 2 quarters since.
  • Markowski Investments's W.P. Carey position peaked at $133K in Q2 2026.
  • 748 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Markowski Investments's 13F filing for Q3 2026, filed 30 Oct 2026.