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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MQS Management's WPC Position: Q1 2026 in Review

MQS Management increased its W.P. Carey (WPC) stake by 63% in Q1 2026, buying an estimated $183K and bringing the position to 6,718 shares worth $457K. The position accounts for 0.31% of the portfolio, ranked #117.

MQS Management first reported a position in WPC in Q3 2022 and has held it in 5 quarters since. The position peaked at $926K in Q3 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

MQS Management held 6,718 shares of W.P. Carey worth $457K as of Q1 2026.
MQS Management bought 2,608 W.P. Carey shares in Q1 2026, an estimated $183K.
W.P. Carey made up 0.31% of MQS Management's portfolio in Q1 2026, its #117 holding.
MQS Management first reported a position in W.P. Carey in Q3 2022 and has held it in 5 quarters since.
MQS Management's W.P. Carey position peaked at $926K in Q3 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.