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

NEOS 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
Q1 		$2.82M Buy
41,493
+11,205
+37% +$786K 0.01% 434
2025
Q4 		$1.95M Buy
30,288
+9,130
+43% +$608K 0.01% 480
2025
Q3 		$1.43M Buy
21,158
+10,723
+103% +$702K 0.01% 475
2025
Q2 		$651K Buy
10,435
+5,714
+121% +$352K 0.01% 514
2025
Q1 		$298K Buy
+4,721
New +$279K 0.01% 554

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NEOS Investment Management's WPC Position: Q1 2026 in Review

NEOS Investment Management increased its W.P. Carey (WPC) stake by 37% in Q1 2026, buying an estimated $786K and bringing the position to 41,493 shares worth $2.82M. The position accounts for 0.01% of the portfolio, ranked #434.

NEOS Investment Management first reported a position in WPC in Q1 2025 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • NEOS Investment Management held 41,493 shares of W.P. Carey worth $2.82M as of Q1 2026.
  • NEOS Investment Management bought 11,205 W.P. Carey shares in Q1 2026, an estimated $786K.
  • W.P. Carey made up 0.01% of NEOS Investment Management's portfolio in Q1 2026, its #434 holding.
  • NEOS Investment Management first reported a position in W.P. Carey in Q1 2025 and has held it in 5 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.