Mutual of America Capital Management’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.91M Sell
82,669
-1,313
-2% -$96.2K 0.06% 380
2026
Q1
$5.71M Sell
83,982
-7,221
-8% -$507K 0.06% 356
2025
Q4
$5.87M Sell
91,203
-9,933
-10% -$661K 0.06% 368
2025
Q3
$6.83M Sell
101,136
-7,761
-7% -$508K 0.07% 313
2025
Q2
$6.79M Sell
108,897
-3,740
-3% -$230K 0.07% 308
2025
Q1
$7.11M Sell
112,637
-2,968
-3% -$176K 0.08% 269
2024
Q4
$6.3M Sell
115,605
-2,673
-2% -$152K 0.07% 345
2024
Q3
$7.37M Sell
118,278
-7,010
-6% -$416K 0.08% 285
2024
Q2
$6.9M Sell
125,288
-5,003
-4% -$282K 0.08% 291
2024
Q1
$7.35M Sell
130,291
-4,732
-4% -$283K 0.08% 280
2023
Q4
$8.75M Buy
+135,023
New +$7.78M 0.1% 196

Other funds holding WPC

Mutual of America Capital Management's WPC Position: Q2 2026 in Review

Mutual of America Capital Management reduced its W.P. Carey (WPC) stake by 1.6% in Q2 2026, selling an estimated $96.2K and leaving 82,669 shares worth $5.91M. The position accounts for 0.06% of the portfolio, ranked #380.

Mutual of America Capital Management first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.75M in Q4 2023. 708 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Mutual of America Capital Management held 82,669 shares of W.P. Carey worth $5.91M as of Q2 2026.
  • Mutual of America Capital Management sold 1,313 W.P. Carey shares in Q2 2026, an estimated $96.2K.
  • W.P. Carey made up 0.06% of Mutual of America Capital Management's portfolio in Q2 2026, its #380 holding.
  • Mutual of America Capital Management first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
  • Mutual of America Capital Management's W.P. Carey position peaked at $8.75M in Q4 2023.
  • 708 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.