MV Capital Management’s W.P. Carey WPC Stock Holding History

MV Capital 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	$1.77K	Buy	26 +4	+18%	+$281	﹤0.01%	770
2025 Q4	$1.42K	Hold	22	–	–	﹤0.01%	763
2025 Q3	$1.49K	Hold	22	–	–	﹤0.01%	741
2025 Q2	$1.37K	Buy	22 +1	+5%	+$62	﹤0.01%	745
2025 Q1	$1.33K	Sell	21 -510	-96%	-$30.2K	﹤0.01%	731
2024 Q4	$28.9K	Sell	531 -231	-30%	-$13.2K	﹤0.01%	358
2024 Q3	$47.5K	Sell	762 -1,252	-62%	-$74.2K	0.01%	310
2024 Q2	$111K	Sell	2,014 -1,776	-47%	-$100K	0.01%	214
2024 Q1	$214K	Sell	3,790 -499	-12%	-$29.9K	0.02%	165
2023 Q4	$278K	Sell	4,289 -901	-17%	-$51.9K	0.04%	142
2023 Q3	$275K	Hold	5,190	–	–	0.04%	138
2023 Q2	$343K	Hold	5,190	–	–	0.05%	125
2023 Q1	$394K	Hold	5,190	–	–	0.06%	116
2022 Q4	$397K	Hold	5,190	–	–	0.06%	102
2022 Q3	$355K	Hold	5,190	–	–	0.06%	100
2022 Q2	$421K	Hold	5,190	–	–	0.07%	100
2022 Q1	$411K	Hold	5,190	–	–	0.06%	108
2021 Q4	$417K	Hold	5,190	–	–	0.06%	109
2021 Q3	$371K	Hold	5,190	–	–	0.06%	107
2021 Q2	$379K	Buy	5,190 +3,864	+291%	+$283K	0.06%	101
2021 Q1	$92K	Buy	+1,326	New	+$88.9K	0.02%	144

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

MV Capital Management's WPC Position: Q1 2026 in Review

MV Capital Management increased its W.P. Carey (WPC) stake by 18% in Q1 2026, buying an estimated $281 and bringing the position to 26 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

MV Capital Management first reported a position in WPC in Q1 2021 and has held it in 21 quarters since. The position peaked at $421K in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

MV Capital Management held 26 shares of W.P. Carey worth $1.77K as of Q1 2026.
MV Capital Management bought 4 W.P. Carey shares in Q1 2026, an estimated $281.
W.P. Carey made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #770 holding.
MV Capital Management first reported a position in W.P. Carey in Q1 2021 and has held it in 21 quarters since.
MV Capital Management's W.P. Carey position peaked at $421K in Q2 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.