Metis Global Partners’s W.P. Carey WPC Stock Holding History

Metis Global Partners’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	$4.04M	Buy	59,506 +5,430	+10%	+$381K	0.1%	170
2025 Q4	$3.48M	Buy	54,076 +2,256	+4%	+$150K	0.08%	206
2025 Q3	$3.5M	Buy	51,820 +12,888	+33%	+$844K	0.08%	210
2025 Q2	$2.43M	Buy	38,932 +7,312	+23%	+$450K	0.06%	272
2025 Q1	$2M	Buy	31,620 +3,561	+13%	+$211K	0.06%	311
2024 Q4	$1.53M	Buy	28,059 +1,928	+7%	+$110K	0.05%	350
2024 Q3	$1.63M	Buy	26,131 +5,375	+26%	+$319K	0.05%	337
2024 Q2	$1.14M	Buy	20,756 +2,267	+12%	+$128K	0.04%	387
2024 Q1	$1.04M	Buy	18,489 +535	+3%	+$32K	0.04%	415
2023 Q4	$1.16M	Buy	17,954 +1,086	+6%	+$62.6K	0.05%	371
2023 Q3	$893K	Buy	16,868 +653	+4%	+$41.8K	0.04%	409
2023 Q2	$1.07M	Buy	16,215 +12,453	+331%	+$866K	0.06%	350
2023 Q1	$285K	Buy	+3,762	New	+$300K	0.02%	595

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

Metis Global Partners's WPC Position: Q1 2026 in Review

Metis Global Partners increased its W.P. Carey (WPC) stake by 10% in Q1 2026, buying an estimated $381K and bringing the position to 59,506 shares worth $4.04M. The position accounts for 0.1% of the portfolio, ranked #170.

Metis Global Partners first reported a position in WPC in Q1 2023 and has held it in 13 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Metis Global Partners held 59,506 shares of W.P. Carey worth $4.04M as of Q1 2026.
Metis Global Partners bought 5,430 W.P. Carey shares in Q1 2026, an estimated $381K.
W.P. Carey made up 0.1% of Metis Global Partners's portfolio in Q1 2026, its #170 holding.
Metis Global Partners first reported a position in W.P. Carey in Q1 2023 and has held it in 13 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Metis Global Partners's 13F filing for Q1 2026, filed 7 May 2026.