Picton Mahoney Asset Management’s W.P. Carey WPC Stock Holding History

Picton Mahoney Asset 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 Q2	$456K	Sell	6,384 -18,691	-75%	-$1.37M	﹤0.01%	806
2026 Q1	$1.7M	Buy	25,075 +12,941	+107%	+$908K	0.01%	551
2025 Q4	$781K	Sell	12,134 -601	-5%	-$40K	0.01%	645
2025 Q3	$861K	Buy	+12,735	New	+$834K	0.01%	530
2017 Q1	–	Sell	-7,147	Closed	-$414K	–	230
2016 Q4	$414K	Sell	7,147 -1,123	-14%	-$65.7K	0.03%	162
2016 Q3	$522K	Buy	+8,270	New	+$552K	0.03%	191

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Picton Mahoney Asset Management's WPC Position: Q2 2026 in Review

Picton Mahoney Asset Management reduced its W.P. Carey (WPC) stake by 75% in Q2 2026, selling an estimated $1.37M and leaving 6,384 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Picton Mahoney Asset Management first reported a position in WPC in Q3 2016 and has held it in 6 quarters since. The position peaked at $1.7M in Q1 2026. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Picton Mahoney Asset Management held 6,384 shares of W.P. Carey worth $456K as of Q2 2026.
Picton Mahoney Asset Management sold 18,691 W.P. Carey shares in Q2 2026, an estimated $1.37M.
W.P. Carey made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #806 holding.
Picton Mahoney Asset Management first reported a position in W.P. Carey in Q3 2016 and has held it in 6 quarters since.
Picton Mahoney Asset Management's W.P. Carey position peaked at $1.7M in Q1 2026.
905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.