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MGO One Seven’s W.P. Carey WPC Stock Holding History

MGO One Seven’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
Q2 		$656K Sell
9,175
-280
-3% -$20.5K 0.01% 858
2026
Q1 		$643K Buy
9,455
+840
+10% +$58.9K 0.01% 815
2025
Q4 		$554K Sell
8,615
-107
-1% -$7.13K 0.01% 833
2025
Q3 		$589K Buy
8,722
+1,557
+22% +$102K 0.01% 761
2025
Q2 		$447K Buy
7,165
+927
+15% +$57.1K 0.01% 768
2025
Q1 		$394K Buy
6,238
+1,082
+21% +$64K 0.02% 707
2024
Q4 		$281K Buy
5,156
+751
+17% +$42.8K 0.01% 869
2024
Q3 		$274K Sell
4,405
-1,453
-25% -$86.1K 0.01% 801
2024
Q2 		$323K Sell
5,858
-1,270
-18% -$71.6K 0.02% 736
2024
Q1 		$402K Sell
7,128
-98
-1% -$5.87K 0.02% 609
2023
Q4 		$468K Sell
7,226
-1,136
-14% -$65.4K 0.03% 556
2023
Q3 		$443K Sell
8,362
-478
-5% -$30.6K 0.03% 483
2023
Q2 		$585K Buy
8,840
+1,074
+14% +$74.7K 0.05% 371
2023
Q1 		$589K Sell
7,766
-29
-0.4% -$2.31K 0.04% 427
2022
Q4 		$597K Buy
7,795
+777
+11% +$58.4K 0.06% 343
2022
Q3 		$479 Buy
7,018
+1,126
+19% +$92.2K 0.02% 396
2022
Q2 		$478K Buy
5,892
+555
+10% +$44.8K 0.07% 328
2022
Q1 		$423K Buy
5,337
+396
+8% +$30.4K 0.05% 413
2021
Q4 		$397K Buy
4,941
+388
+9% +$29.7K 0.04% 422
2021
Q3 		$344K Buy
4,553
+29
+0.6% +$2.21K 0.04% 412
2021
Q2 		$331K Buy
4,524
+1,403
+45% +$103K 0.05% 422
2021
Q1 		$216K Buy
+3,121
New +$209K 0.04% 493
2019
Q1 		– Sell
-1,085
Closed -$69K – 1642
2018
Q4 		$69K Buy
+1,085
New +$70.6K 0.03% 554
2018
Q1 		$58K Buy
962
+3
+0.3% +$185 0.03% 577
2017
Q4 		$65K Buy
+959
New +$65.6K 0.03% 540

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MGO One Seven's WPC Position: Q2 2026 in Review

MGO One Seven reduced its W.P. Carey (WPC) stake by 3% in Q2 2026, selling an estimated $20.5K and leaving 9,175 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #858.

MGO One Seven first reported a position in WPC in Q4 2017 and has held it in 25 quarters since. 896 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • MGO One Seven held 9,175 shares of W.P. Carey worth $656K as of Q2 2026.
  • MGO One Seven sold 280 W.P. Carey shares in Q2 2026, an estimated $20.5K.
  • W.P. Carey made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #858 holding.
  • MGO One Seven first reported a position in W.P. Carey in Q4 2017 and has held it in 25 quarters since.
  • 896 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.