Nemes Rush Group’s W.P. Carey WPC Stock Holding History

Nemes Rush Group’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	$24.5K	Buy	361 +5	+1%	+$351	﹤0.01%	443
2025 Q4	$22.9K	Sell	356 -35	-9%	-$2.33K	﹤0.01%	450
2025 Q3	$26.4K	Buy	391 +5	+1%	+$327	﹤0.01%	401
2025 Q2	$24.1K	Buy	386 +5	+1%	+$308	﹤0.01%	402
2025 Q1	$24.1K	Buy	381 +5	+1%	+$296	﹤0.01%	393
2024 Q4	$20.5K	Buy	376 +45	+14%	+$2.56K	﹤0.01%	392
2024 Q3	$18.7K	Hold	331	–	–	﹤0.01%	347
2024 Q2	$18.2K	Hold	331	–	–	﹤0.01%	353
2024 Q1	$18.7K	Hold	331	–	–	﹤0.01%	384
2023 Q4	$21.5K	Sell	331 -7	-2%	-$403	﹤0.01%	343
2023 Q3	$17.9K	Hold	338	–	–	﹤0.01%	343
2023 Q2	$22.4K	Buy	+338	New	+$23.5K	﹤0.01%	354

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

Nemes Rush Group's WPC Position: Q1 2026 in Review

Nemes Rush Group increased its W.P. Carey (WPC) stake by 1.4% in Q1 2026, buying an estimated $351 and bringing the position to 361 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Nemes Rush Group first reported a position in WPC in Q2 2023 and has held it in 12 quarters since. The position peaked at $26.4K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Nemes Rush Group held 361 shares of W.P. Carey worth $24.5K as of Q1 2026.
Nemes Rush Group bought 5 W.P. Carey shares in Q1 2026, an estimated $351.
W.P. Carey made up ﹤0.01% of Nemes Rush Group's portfolio in Q1 2026, its #443 holding.
Nemes Rush Group first reported a position in W.P. Carey in Q2 2023 and has held it in 12 quarters since.
Nemes Rush Group's W.P. Carey position peaked at $26.4K in Q3 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.