Monument Capital Management’s W.P. Carey WPC Stock Holding History

Monument Capital Management’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	$425K	Buy	+5,946	New	+$436K	0.09%	181
2024 Q2	–	Sell	-3,618	Closed	-$204K	–	200
2024 Q1	$204K	Buy	3,618 +46	+1%	+$2.75K	0.06%	185
2023 Q4	$232K	Sell	3,572 -2,426	-40%	-$140K	0.07%	163
2023 Q3	$318K	Sell	5,998 -721	-11%	-$46.2K	0.11%	134
2023 Q2	$445K	Sell	6,719 -8,220	-55%	-$571K	0.14%	113
2023 Q1	$1.13M	Sell	14,939 -983	-6%	-$78.3K	0.38%	70
2022 Q4	$1.22M	Sell	15,922 -6,197	-28%	-$465K	0.42%	69
2022 Q3	$1.51M	Buy	+22,119	New	+$1.81M	0.57%	55
2019 Q1	–	Sell	-16,969	Closed	-$1.09M	–	89
2018 Q4	$1.09M	Buy	+16,969	New	+$1.1M	0.68%	60

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Monument Capital Management's WPC Position: Q2 2026 in Review

Monument Capital Management opened a new position in W.P. Carey (WPC) in Q2 2026: 5,946 shares worth $425K. The stake represents 0.09% of the portfolio and ranks #181 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in WPC as recently as Q1 2024.

Monument Capital Management first reported a position in WPC in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.51M in Q3 2022. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Monument Capital Management held 5,946 shares of W.P. Carey worth $425K as of Q2 2026.
W.P. Carey was a new Monument Capital Management position in Q2 2026.
W.P. Carey made up 0.09% of Monument Capital Management's portfolio in Q2 2026, its #181 holding.
Monument Capital Management first reported a position in W.P. Carey in Q4 2018 and has held it in 9 quarters since.
Monument Capital Management's W.P. Carey position peaked at $1.51M in Q3 2022.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.