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 Q3	$351K	Sell	5,429 -517	-9%	-$36.7K	0.07%	193
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Monument Capital Management's WPC Position: Q3 2026 in Review

Monument Capital Management reduced its W.P. Carey (WPC) stake by 8.7% in Q3 2026, selling an estimated $36.7K and leaving 5,429 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #193.

Monument Capital Management first reported a position in WPC in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.51M in Q3 2022. 452 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Monument Capital Management held 5,429 shares of W.P. Carey worth $351K as of Q3 2026.
Monument Capital Management sold 517 W.P. Carey shares in Q3 2026, an estimated $36.7K.
W.P. Carey made up 0.07% of Monument Capital Management's portfolio in Q3 2026, its #193 holding.
Monument Capital Management first reported a position in W.P. Carey in Q4 2018 and has held it in 10 quarters since.
Monument Capital Management's W.P. Carey position peaked at $1.51M in Q3 2022.
452 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.