Michael Gelband’s W.P. Carey WPC Stock Holding History

Michael Gelband’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	–	Sell	-29,947	Closed	-$1.93M	–	2157
2025 Q4	$1.93M	Buy	29,947 +8,306	+38%	+$553K	0.02%	780
2025 Q3	$1.46M	Buy	+21,641	New	+$1.42M	0.01%	836
2025 Q2	–	Sell	-319,647	Closed	-$20.2M	–	2024
2025 Q1	$20.2M	Buy	+319,647	New	+$18.9M	0.2%	97
2023 Q4	–	Sell	-294,294	Closed	-$15.6M	–	2111
2023 Q3	$15.6M	Buy	294,294 +270,328	+1,128%	+$17.3M	0.15%	140
2023 Q2	$1.59M	Buy	+23,966	New	+$1.67M	0.01%	907
2021 Q4	–	Sell	-10,735	Closed	-$768K	–	2648
2021 Q3	$768K	Buy	10,735 +2,273	+27%	+$173K	0.01%	1155
2021 Q2	$618K	Sell	8,462 -24,133	-74%	-$1.77M	0.01%	1252
2021 Q1	$2.26M	Buy	+32,595	New	+$2.19M	0.03%	525
2020 Q4	–	Sell	-40,576	Closed	-$2.59M	–	2430
2020 Q3	$2.59M	Buy	40,576 +30,718	+312%	+$2.07M	0.05%	325
2020 Q2	$653K	Sell	9,858 -9,464	-49%	-$588K	0.02%	949
2020 Q1	$1.1M	Buy	+19,322	New	+$1.47M	0.06%	286

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Michael Gelband's WPC Position: Q1 2026 in Review

Michael Gelband sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 29,947 shares — an estimated $1.93M sold.

Michael Gelband first reported a position in WPC in Q1 2020 and held it in 11 quarters. The position peaked at $20.2M in Q1 2025. 868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Michael Gelband reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Michael Gelband sold 29,947 W.P. Carey shares in Q1 2026, an estimated $1.93M.
Michael Gelband first reported a position in W.P. Carey in Q1 2020 and held it in 11 quarters.
Michael Gelband's W.P. Carey position peaked at $20.2M in Q1 2025.
868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.