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New York Life Investment Management’s W.P. Carey WPC Stock Holding History

New York Life 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 		$1.86M Buy
27,324
+7,533
+38% +$528K 0.02% 559
2025
Q4 		$1.27M Sell
19,791
-2,697
-12% -$180K 0.01% 572
2025
Q3 		$1.52M Sell
22,488
-745
-3% -$48.8K 0.01% 587
2025
Q2 		$1.45M Sell
23,233
-496
-2% -$30.5K 0.01% 582
2025
Q1 		$1.5M Buy
+23,729
New +$1.4M 0.02% 585
2024
Q4 		– Sell
-25,726
Closed -$1.6M – 876
2024
Q3 		$1.6M Buy
+25,726
New +$1.52M 0.02% 616
2024
Q2 		– Sell
-3,716
Closed -$210K – 1330
2024
Q1 		$210K Buy
3,716
+102
+3% +$6.11K ﹤0.01% 1315
2023
Q4 		$234K Buy
+3,614
New +$208K ﹤0.01% 1274
2023
Q3 		– Sell
-3,679
Closed -$243K – 1319
2023
Q2 		$243K Sell
3,679
-140
-4% -$9.73K ﹤0.01% 1276
2023
Q1 		$290K Buy
3,819
+166
+5% +$13.2K ﹤0.01% 1167
2022
Q4 		$280K Sell
3,653
-113
-3% -$8.49K ﹤0.01% 1134
2022
Q3 		$258K Sell
3,766
-119
-3% -$9.74K ﹤0.01% 1141
2022
Q2 		$316K Buy
+3,885
New +$313K ﹤0.01% 1136

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

New York Life Investment Management's WPC Position: Q1 2026 in Review

New York Life Investment Management increased its W.P. Carey (WPC) stake by 38% in Q1 2026, buying an estimated $528K and bringing the position to 27,324 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #559.

New York Life Investment Management first reported a position in WPC in Q2 2022 and has held it in 13 quarters since. 867 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • New York Life Investment Management held 27,324 shares of W.P. Carey worth $1.86M as of Q1 2026.
  • New York Life Investment Management bought 7,533 W.P. Carey shares in Q1 2026, an estimated $528K.
  • W.P. Carey made up 0.02% of New York Life Investment Management's portfolio in Q1 2026, its #559 holding.
  • New York Life Investment Management first reported a position in W.P. Carey in Q2 2022 and has held it in 13 quarters since.
  • 867 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.