MQS Management’s W.P. Carey WPC Stock Holding History

MQS 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	$474K	Sell	6,628 -90	-1%	-$6.59K	0.58%	39
2026 Q1	$457K	Buy	6,718 +2,608	+63%	+$183K	0.31%	117
2025 Q4	$265K	Buy	+4,110	New	+$274K	0.16%	286
2024 Q3	–	Sell	-6,501	Closed	-$358K	–	677
2024 Q2	$358K	Buy	+6,501	New	+$366K	0.22%	201
2023 Q1	–	Sell	-4,807	Closed	-$368K	–	619
2022 Q4	$368K	Sell	4,807 -8,734	-65%	-$656K	0.25%	158
2022 Q3	$926K	Buy	+13,541	New	+$1.11M	0.6%	16

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

MQS Management's WPC Position: Q2 2026 in Review

MQS Management reduced its W.P. Carey (WPC) stake by 1.3% in Q2 2026, selling an estimated $6.59K and leaving 6,628 shares worth $474K. The position accounts for 0.58% of the portfolio, ranked #39.

MQS Management first reported a position in WPC in Q3 2022 and has held it in 6 quarters since. The position peaked at $926K in Q3 2022. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

MQS Management held 6,628 shares of W.P. Carey worth $474K as of Q2 2026.
MQS Management sold 90 W.P. Carey shares in Q2 2026, an estimated $6.59K.
W.P. Carey made up 0.58% of MQS Management's portfolio in Q2 2026, its #39 holding.
MQS Management first reported a position in W.P. Carey in Q3 2022 and has held it in 6 quarters since.
MQS Management's W.P. Carey position peaked at $926K in Q3 2022.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on MQS Management's 13F filing for Q2 2026, filed 7 Aug 2026.