Pacer Advisors’s W.P. Carey WPC Stock Holding History

Pacer Advisors’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	$7.12M	Buy	104,740 +851	+0.8%	+$59.7K	0.02%	527
2025 Q4	$6.69M	Sell	103,889 -9,946	-9%	-$662K	0.02%	597
2025 Q3	$7.69M	Buy	113,835 +14,098	+14%	+$923K	0.02%	559
2025 Q2	$6.22M	Sell	99,737 -1,652,184	-94%	-$102M	0.02%	625
2025 Q1	$111M	Buy	1,751,921 +1,595,045	+1,017%	+$94.4M	0.26%	80
2024 Q4	$8.55M	Sell	156,876 -31,324	-17%	-$1.78M	0.02%	493
2024 Q3	$11.7M	Sell	188,200 -11,002	-6%	-$652K	0.02%	429
2024 Q2	$11M	Sell	199,202 -5,457	-3%	-$308K	0.02%	413
2024 Q1	$11.6M	Buy	204,659 +24,429	+14%	+$1.46M	0.03%	401
2023 Q4	$11.7M	Buy	+180,230	New	+$10.4M	0.03%	377
2018 Q4	–	Sell	-4,232	Closed	-$267K	–	1056
2018 Q3	$267K	Buy	4,232 +641	+18%	+$41.3K	0.01%	973
2018 Q2	$233K	Buy	+3,591	New	+$228K	0.01%	1006
2017 Q1	–	Sell	-483	Closed	-$28K	–	1079
2016 Q4	$28K	Buy	+483	New	+$28.2K	﹤0.01%	1041

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

Pacer Advisors's WPC Position: Q1 2026 in Review

Pacer Advisors increased its W.P. Carey (WPC) stake by 0.82% in Q1 2026, buying an estimated $59.7K and bringing the position to 104,740 shares worth $7.12M. The position accounts for 0.02% of the portfolio, ranked #527.

Pacer Advisors first reported a position in WPC in Q4 2016 and has held it in 13 quarters since. The position peaked at $111M in Q1 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Pacer Advisors held 104,740 shares of W.P. Carey worth $7.12M as of Q1 2026.
Pacer Advisors bought 851 W.P. Carey shares in Q1 2026, an estimated $59.7K.
W.P. Carey made up 0.02% of Pacer Advisors's portfolio in Q1 2026, its #527 holding.
Pacer Advisors first reported a position in W.P. Carey in Q4 2016 and has held it in 13 quarters since.
Pacer Advisors's W.P. Carey position peaked at $111M in Q1 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Pacer Advisors's 13F filing for Q1 2026, filed 6 May 2026.