MML Investors Services
WPC icon

MML Investors Services’s W.P. Carey WPC Stock Holding History

MML Investors Services’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 		$5.02M Sell
73,908
-42,673
-37% -$2.99M 0.01% 813
2025
Q4 		$7.5M Sell
116,581
-3,405
-3% -$227K 0.02% 690
2025
Q3 		$8.11M Sell
119,986
-32,338
-21% -$2.12M 0.02% 627
2025
Q2 		$9.5M Sell
152,324
-9,107
-6% -$561K 0.03% 546
2025
Q1 		$10.2M Buy
161,431
+12,916
+9% +$765K 0.03% 460
2024
Q4 		$8.09M Buy
148,515
+21,159
+17% +$1.21M 0.03% 522
2024
Q3 		$7.93M Sell
127,356
-10,262
-7% -$608K 0.03% 506
2024
Q2 		$7.58M Sell
137,618
-9,718
-7% -$548K 0.03% 490
2024
Q1 		$8.32M Buy
147,336
+50,021
+51% +$2.99M 0.03% 468
2023
Q4 		$6.31M Buy
97,315
+6,163
+7% +$355K 0.03% 511
2023
Q3 		$4.83M Buy
91,152
+6,099
+7% +$391K 0.03% 553
2023
Q2 		$5.63M Sell
85,053
-48,256
-36% -$3.35M 0.03% 489
2023
Q1 		$10.1M Buy
133,309
+2,494
+2% +$199K 0.07% 287
2022
Q4 		$10M Buy
130,815
+22,617
+21% +$1.7M 0.07% 299
2022
Q3 		$7.4M Buy
108,198
+37,039
+52% +$3.03M 0.06% 329
2022
Q2 		$5.78M Buy
71,159
+10,591
+17% +$855K 0.04% 382
2022
Q1 		$4.8M Buy
60,568
+8,010
+15% +$614K 0.03% 462
2021
Q4 		$4.22M Buy
52,558
+2,362
+5% +$181K 0.03% 498
2021
Q3 		$3.59M Buy
50,196
+3,525
+8% +$268K 0.03% 524
2021
Q2 		$3.41M Buy
46,671
+10,274
+28% +$752K 0.03% 515
2021
Q1 		$2.52M Buy
36,397
+2,518
+7% +$169K 0.02% 577
2020
Q4 		$2.34M Sell
33,879
-4,255
-11% -$284K 0.03% 536
2020
Q3 		$2.43M Buy
38,134
+506
+1% +$34.1K 0.03% 457
2020
Q2 		$2.49M Sell
37,628
-262
-0.7% -$16.3K 0.03% 428
2020
Q1 		$2.15M Buy
37,890
+16,139
+74% +$1.22M 0.04% 401
2019
Q4 		$1.71M Sell
21,751
-319
-1% -$26.7K 0.02% 534
2019
Q3 		$1.94M Sell
22,070
-13,953
-39% -$1.19M 0.03% 448
2019
Q2 		$2.86M Buy
36,023
+1,911
+6% +$151K 0.04% 376
2019
Q1 		$2.62M Sell
34,112
-905
-3% -$65.2K 0.04% 376
2018
Q4 		$2.24M Buy
35,017
+22,858
+188% +$1.49M 0.04% 388
2018
Q3 		$766K Buy
12,159
+1,990
+20% +$128K 0.01% 790
2018
Q2 		$661K Sell
10,169
-1,384
-12% -$87.7K 0.01% 730
2018
Q1 		$701K Sell
11,553
-11,719
-50% -$721K 0.01% 703
2017
Q4 		$1.57M Sell
23,272
-2,242
-9% -$153K 0.03% 407
2017
Q3 		$1.68M Buy
25,514
+3,000
+13% +$200K 0.03% 374
2017
Q2 		$1.46M Sell
22,514
-439
-2% -$27.8K 0.03% 401
2017
Q1 		$1.4M Buy
+22,953
New +$1.39M 0.03% 207

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

MML Investors Services's WPC Position: Q1 2026 in Review

MML Investors Services reduced its W.P. Carey (WPC) stake by 37% in Q1 2026, selling an estimated $2.99M and leaving 73,908 shares worth $5.02M. The position accounts for 0.01% of the portfolio, ranked #813.

MML Investors Services first reported a position in WPC in Q1 2017 and has held it in 37 quarters since. The position peaked at $10.2M in Q1 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • MML Investors Services held 73,908 shares of W.P. Carey worth $5.02M as of Q1 2026.
  • MML Investors Services sold 42,673 W.P. Carey shares in Q1 2026, an estimated $2.99M.
  • W.P. Carey made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #813 holding.
  • MML Investors Services first reported a position in W.P. Carey in Q1 2017 and has held it in 37 quarters since.
  • MML Investors Services's W.P. Carey position peaked at $10.2M in Q1 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.