Per Stirling Capital Management’s W.P. Carey WPC Stock Holding History

Per Stirling Capital 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	$325K	Buy	4,780 +110	+2%	+$7.72K	0.04%	242
2025 Q4	$301K	Sell	4,670 -2,829	-38%	-$188K	0.03%	241
2025 Q3	$507K	Sell	7,499 -1,477	-16%	-$96.7K	0.06%	179
2025 Q2	$560K	Buy	8,976 +1,684	+23%	+$104K	0.07%	161
2025 Q1	$460K	Buy	7,292 +113	+2%	+$6.69K	0.07%	172
2024 Q4	$391K	Sell	7,179 -324	-4%	-$18.5K	0.06%	192
2024 Q3	$467K	Sell	7,503 -97	-1%	-$5.75K	0.06%	189
2024 Q2	$418K	Sell	7,600 -1,123	-13%	-$63.3K	0.07%	179
2024 Q1	$492K	Buy	8,723 +225	+3%	+$13.5K	0.08%	142
2023 Q4	$551K	Sell	8,498 -39	-0.5%	-$2.25K	0.1%	123
2023 Q3	$452K	Sell	8,537 -444	-5%	-$28.4K	0.09%	133
2023 Q2	$594K	Buy	8,981 +117	+1%	+$8.13K	0.12%	102
2023 Q1	$672K	Sell	8,864 -1,904	-18%	-$152K	0.15%	90
2022 Q4	$824K	Buy	+10,768	New	+$809K	0.15%	88

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

Per Stirling Capital Management's WPC Position: Q1 2026 in Review

Per Stirling Capital Management increased its W.P. Carey (WPC) stake by 2.4% in Q1 2026, buying an estimated $7.72K and bringing the position to 4,780 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #242.

Per Stirling Capital Management first reported a position in WPC in Q4 2022 and has held it in 14 quarters since. The position peaked at $824K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Per Stirling Capital Management held 4,780 shares of W.P. Carey worth $325K as of Q1 2026.
Per Stirling Capital Management bought 110 W.P. Carey shares in Q1 2026, an estimated $7.72K.
W.P. Carey made up 0.04% of Per Stirling Capital Management's portfolio in Q1 2026, its #242 holding.
Per Stirling Capital Management first reported a position in W.P. Carey in Q4 2022 and has held it in 14 quarters since.
Per Stirling Capital Management's W.P. Carey position peaked at $824K in Q4 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.