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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
Q2 		$3.36M Buy
46,985
+5,492
+13% +$402K 0.01% 433
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 $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

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

NEOS Investment Management increased its W.P. Carey (WPC) stake by 13% in Q2 2026, buying an estimated $402K and bringing the position to 46,985 shares worth $3.36M. The position accounts for 0.01% of the portfolio, ranked #433.

NEOS Investment Management first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • NEOS Investment Management held 46,985 shares of W.P. Carey worth $3.36M as of Q2 2026.
  • NEOS Investment Management bought 5,492 W.P. Carey shares in Q2 2026, an estimated $402K.
  • W.P. Carey made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #433 holding.
  • NEOS Investment Management first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.