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 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Picton Mahoney Asset Management's WPC Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its W.P. Carey (WPC) stake by 107% in Q1 2026, buying an estimated $908K and bringing the position to 25,075 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #551.

Picton Mahoney Asset Management first reported a position in WPC in Q3 2016 and has held it in 5 quarters since. 868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Picton Mahoney Asset Management held 25,075 shares of W.P. Carey worth $1.7M as of Q1 2026.
Picton Mahoney Asset Management bought 12,941 W.P. Carey shares in Q1 2026, an estimated $908K.
W.P. Carey made up 0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #551 holding.
Picton Mahoney Asset Management first reported a position in W.P. Carey in Q3 2016 and has held it in 5 quarters since.
868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.