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&Partners’s W.P. Carey WPC Stock Holding History

&Partners’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 		$2.51M Buy
36,992
+6,700
+22% +$470K 0.01% 804
2025
Q4 		$1.95M Buy
30,292
+330
+1% +$22K 0.01% 877
2025
Q3 		$1.99M Buy
29,962
+1,514
+5% +$99.1K 0.01% 756
2025
Q2 		$1.78M Buy
28,448
+6,411
+29% +$395K 0.01% 722
2025
Q1 		$1.38M Buy
22,037
+2,990
+16% +$177K 0.01% 692
2024
Q4 		$1.04M Buy
19,047
+8,277
+77% +$472K 0.01% 751
2024
Q3 		$670K Buy
10,770
+3,278
+44% +$194K 0.01% 732
2024
Q2 		$412K Buy
+7,492
New +$422K 0.02% 607

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

&Partners's WPC Position: Q1 2026 in Review

&Partners increased its W.P. Carey (WPC) stake by 22% in Q1 2026, buying an estimated $470K and bringing the position to 36,992 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #804.

&Partners first reported a position in WPC in Q2 2024 and has held it in 8 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • &Partners held 36,992 shares of W.P. Carey worth $2.51M as of Q1 2026.
  • &Partners bought 6,700 W.P. Carey shares in Q1 2026, an estimated $470K.
  • W.P. Carey made up 0.01% of &Partners's portfolio in Q1 2026, its #804 holding.
  • &Partners first reported a position in W.P. Carey in Q2 2024 and has held it in 8 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.