Mercer Global Advisors
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Mercer Global Advisors’s W.P. Carey WPC Stock Holding History

Mercer Global Advisors’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 		$6.28M Sell
92,420
-4,480
-5% -$314K 0.01% 672
2025
Q4 		$6.24M Buy
96,900
+668
+0.7% +$44.5K 0.01% 641
2025
Q3 		$6.5M Sell
96,232
-11,761
-11% -$770K 0.01% 582
2025
Q2 		$6.74M Buy
107,993
+7,523
+7% +$463K 0.01% 493
2025
Q1 		$6.34M Buy
100,470
+6,695
+7% +$396K 0.01% 484
2024
Q4 		$5.11M Sell
93,775
-12,848
-12% -$732K 0.01% 533
2024
Q3 		$6.53M Buy
106,623
+6,118
+6% +$363K 0.02% 430
2024
Q2 		$5.53M Buy
100,505
+8,048
+9% +$454K 0.02% 434
2024
Q1 		$5.44M Sell
92,457
-6,860
-7% -$411K 0.02% 443
2023
Q4 		$6.44M Buy
99,317
+32,707
+49% +$1.88M 0.02% 403
2023
Q3 		$3.53M Buy
66,610
+1,841
+3% +$118K 0.01% 528
2023
Q2 		$4.29M Sell
64,769
-282
-0.4% -$19.6K 0.02% 489
2023
Q1 		$4.93M Buy
65,051
+4,646
+8% +$370K 0.02% 436
2022
Q4 		$4.62M Sell
60,405
-1,364
-2% -$102K 0.02% 447
2022
Q3 		$4.22M Buy
61,769
+27,042
+78% +$2.21M 0.03% 420
2022
Q2 		$2.82M Buy
34,727
+1,894
+6% +$153K 0.02% 520
2022
Q1 		$2.6M Buy
32,833
+3,180
+11% +$244K 0.02% 571
2021
Q4 		$2.38M Buy
29,653
+266
+0.9% +$20.4K 0.01% 562
2021
Q3 		$2.1M Buy
29,387
+1,076
+4% +$81.9K 0.01% 596
2021
Q2 		$2.07M Buy
28,311
+11,975
+73% +$877K 0.02% 556
2021
Q1 		$1.13M Buy
16,336
+12,257
+300% +$822K 0.01% 740
2020
Q4 		$282K Sell
4,079
-306
-7% -$20.4K ﹤0.01% 1086
2020
Q3 		$280K Buy
4,385
+209
+5% +$14.1K ﹤0.01% 992
2020
Q2 		$277K Sell
4,176
-12,836
-75% -$797K 0.01% 880
2020
Q1 		$968K Sell
17,012
-1,738
-9% -$132K 0.02% 482
2019
Q4 		$1.47M Sell
18,750
-2,319
-11% -$194K 0.03% 419
2019
Q3 		$1.85M Buy
21,069
+6,940
+49% +$591K 0.04% 318
2019
Q2 		$1.12M Sell
14,129
-464
-3% -$36.8K 0.03% 432
2019
Q1 		$1.12M Buy
+14,593
New +$1.05M 0.04% 384

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

Mercer Global Advisors's WPC Position: Q1 2026 in Review

Mercer Global Advisors reduced its W.P. Carey (WPC) stake by 4.6% in Q1 2026, selling an estimated $314K and leaving 92,420 shares worth $6.28M. The position accounts for 0.01% of the portfolio, ranked #672.

Mercer Global Advisors first reported a position in WPC in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.74M in Q2 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Mercer Global Advisors held 92,420 shares of W.P. Carey worth $6.28M as of Q1 2026.
  • Mercer Global Advisors sold 4,480 W.P. Carey shares in Q1 2026, an estimated $314K.
  • W.P. Carey made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #672 holding.
  • Mercer Global Advisors first reported a position in W.P. Carey in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's W.P. Carey position peaked at $6.74M in Q2 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.