M
WPC icon

MOTCO’s W.P. Carey WPC Stock Holding History

MOTCO’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 		$225K Buy
3,308
+232
+8% +$16.3K 0.02% 201
2025
Q4 		$198K Sell
3,076
-63
-2% -$4.2K 0.02% 210
2025
Q3 		$212K Hold
3,139
– – 0.02% 205
2025
Q2 		$201K Buy
3,139
+187
+6% +$11.5K 0.02% 194
2025
Q1 		$186K Hold
2,952
– – 0.02% 190
2024
Q4 		$161K Hold
2,952
– – 0.02% 199
2024
Q3 		$184K Sell
2,952
-831
-22% -$49.3K 0.02% 208
2024
Q2 		$208K Buy
3,783
+746
+25% +$42K 0.01% 272
2024
Q1 		$171K Buy
3,037
+232
+8% +$13.9K 0.01% 288
2023
Q4 		$182K Sell
2,805
-59
-2% -$3.4K 0.01% 256
2023
Q3 		$152K Hold
2,864
– – 0.01% 255
2023
Q2 		$190K Hold
2,864
– – 0.01% 238
2023
Q1 		$217K Buy
2,864
+69
+2% +$5.5K 0.01% 221
2022
Q4 		$214K Sell
2,795
-251
-8% -$18.9K 0.02% 224
2022
Q3 		$208K Buy
3,046
+307
+11% +$25.1K 0.02% 219
2022
Q2 		$222K Buy
+2,739
New +$221K 0.02% 218
2014
Q4 		– Sell
-427
Closed -$27K – 643
2014
Q3 		$27K Buy
+427
New +$28K ﹤0.01% 336

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

MOTCO's WPC Position: Q1 2026 in Review

MOTCO increased its W.P. Carey (WPC) stake by 7.5% in Q1 2026, buying an estimated $16.3K and bringing the position to 3,308 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #201.

MOTCO first reported a position in WPC in Q3 2014 and has held it in 17 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • MOTCO held 3,308 shares of W.P. Carey worth $225K as of Q1 2026.
  • MOTCO bought 232 W.P. Carey shares in Q1 2026, an estimated $16.3K.
  • W.P. Carey made up 0.02% of MOTCO's portfolio in Q1 2026, its #201 holding.
  • MOTCO first reported a position in W.P. Carey in Q3 2014 and has held it in 17 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.