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NorthStar Asset Management (New Jersey)’s W.P. Carey WPC Stock Holding History

NorthStar Asset Management (New Jersey)’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 		$289K Buy
4,038
+400
+11% +$29.3K 0.12% 81
2026
Q1 		$247K Buy
3,638
+208
+6% +$14.6K 0.12% 85
2025
Q4 		$221K Buy
3,430
+10
+0.3% +$666 0.1% 99
2025
Q3 		$231K Buy
+3,420
New +$224K 0.11% 90

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

NorthStar Asset Management (New Jersey)'s WPC Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) increased its W.P. Carey (WPC) stake by 11% in Q2 2026, buying an estimated $29.3K and bringing the position to 4,038 shares worth $289K. The position accounts for 0.12% of the portfolio, ranked #81.

NorthStar Asset Management (New Jersey) first reported a position in WPC in Q3 2025 and has held it in 4 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • NorthStar Asset Management (New Jersey) held 4,038 shares of W.P. Carey worth $289K as of Q2 2026.
  • NorthStar Asset Management (New Jersey) bought 400 W.P. Carey shares in Q2 2026, an estimated $29.3K.
  • W.P. Carey made up 0.12% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #81 holding.
  • NorthStar Asset Management (New Jersey) first reported a position in W.P. Carey in Q3 2025 and has held it in 4 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.