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MTM Investment Management’s W.P. Carey WPC Stock Holding History

MTM Investment 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 		$34.1K Buy
476
+5
+1% +$366 0.01% 394
2026
Q1 		$32K Buy
471
+5
+1% +$351 0.01% 386
2025
Q4 		$30K Buy
466
+6
+1% +$400 0.01% 397
2025
Q3 		$31.1K Buy
460
+5
+1% +$327 0.01% 399
2025
Q2 		$28.4K Buy
+455
New +$28K 0.01% 400

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MTM Investment Management's WPC Position: Q2 2026 in Review

MTM Investment Management increased its W.P. Carey (WPC) stake by 1.1% in Q2 2026, buying an estimated $366 and bringing the position to 476 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #394.

MTM Investment Management first reported a position in WPC in Q2 2025 and has held it in 5 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • MTM Investment Management held 476 shares of W.P. Carey worth $34.1K as of Q2 2026.
  • MTM Investment Management bought 5 W.P. Carey shares in Q2 2026, an estimated $366.
  • W.P. Carey made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #394 holding.
  • MTM Investment Management first reported a position in W.P. Carey in Q2 2025 and has held it in 5 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.