PIM
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Plato Investment Management’s W.P. Carey WPC Stock Holding History

Plato Investment 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 		$330K Hold
4,853
– – 0.02% 377
2025
Q4 		$314K Buy
4,853
+3,976
+453% +$265K 0.02% 373
2025
Q3 		$58.8K Hold
877
– – ﹤0.01% 438
2025
Q2 		$54.5K Hold
877
– – ﹤0.01% 444
2025
Q1 		$55.9K Hold
877
– – ﹤0.01% 451
2024
Q4 		$48K Buy
+877
New +$50K ﹤0.01% 496

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

Plato Investment Management's WPC Position: Q1 2026 in Review

Plato Investment Management held its W.P. Carey (WPC) position steady in Q1 2026 at 4,853 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #377.

Plato Investment Management first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Plato Investment Management held 4,853 shares of W.P. Carey worth $330K as of Q1 2026.
  • Plato Investment Management left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up 0.02% of Plato Investment Management's portfolio in Q1 2026, its #377 holding.
  • Plato Investment Management first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.