Maryland State Retirement & Pension System’s W.P. Carey WPC Stock Holding History

Maryland State Retirement & Pension System’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	$775K	Buy	11,398 +1,271	+13%	+$89.2K	0.02%	601
2025 Q4	$652K	Hold	10,127	–	–	0.01%	678
2025 Q3	$684K	Hold	10,127	–	–	0.01%	644
2025 Q2	$632K	Hold	10,127	–	–	0.01%	817
2025 Q1	$639K	Sell	10,127 -1,441	-12%	-$85.3K	0.02%	778
2024 Q4	$630K	Sell	11,568 -810	-7%	-$46.1K	0.01%	916
2024 Q3	$771K	Sell	12,378 -3,833	-24%	-$227K	0.02%	812
2024 Q2	$892K	Hold	16,211	–	–	0.02%	752
2024 Q1	$868K	Hold	16,211	–	–	0.02%	750
2023 Q4	$1.05M	Sell	16,211 -340	-2%	-$19.6K	0.02%	647
2023 Q3	$877K	Hold	16,551	–	–	0.02%	674
2023 Q2	$1.1M	Hold	16,551	–	–	0.02%	582
2023 Q1	$1.26M	Hold	16,551	–	–	0.03%	495
2022 Q4	$1.27M	Buy	+16,551	New	+$1.24M	0.04%	445
2022 Q3	–	Sell	-14,470	Closed	-$1.17M	–	1382
2022 Q2	$1.17M	Hold	14,470	–	–	0.04%	447
2022 Q1	$1.15M	Hold	14,470	–	–	0.03%	541
2021 Q4	$1.16M	Buy	14,470 +835	+6%	+$63.9K	0.03%	563
2021 Q3	$987K	Hold	13,635	–	–	0.03%	621
2021 Q2	$1.02M	Hold	13,635	–	–	0.03%	480
2021 Q1	$945K	Buy	+13,635	New	+$914K	0.03%	501

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Maryland State Retirement & Pension System's WPC Position: Q1 2026 in Review

Maryland State Retirement & Pension System increased its W.P. Carey (WPC) stake by 13% in Q1 2026, buying an estimated $89.2K and bringing the position to 11,398 shares worth $775K. The position accounts for 0.02% of the portfolio, ranked #601.

Maryland State Retirement & Pension System first reported a position in WPC in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.27M in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Maryland State Retirement & Pension System held 11,398 shares of W.P. Carey worth $775K as of Q1 2026.
Maryland State Retirement & Pension System bought 1,271 W.P. Carey shares in Q1 2026, an estimated $89.2K.
W.P. Carey made up 0.02% of Maryland State Retirement & Pension System's portfolio in Q1 2026, its #601 holding.
Maryland State Retirement & Pension System first reported a position in W.P. Carey in Q1 2021 and has held it in 20 quarters since.
Maryland State Retirement & Pension System's W.P. Carey position peaked at $1.27M in Q4 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Maryland State Retirement & Pension System's 13F filing for Q1 2026, filed 4 May 2026.