Principal Securities’s W.P. Carey WPC Stock Holding History

Principal Securities’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	$216K	Buy	+3,175	New	+$223K	﹤0.01%	1353
2025 Q4	–	Sell	-2,538	Closed	-$171K	–	3501
2025 Q3	$171K	Sell	2,538 -1,695	-40%	-$111K	﹤0.01%	1356
2025 Q2	$264K	Sell	4,233 -9,951	-70%	-$613K	0.01%	1114
2025 Q1	$773K	Hold	14,184	–	–	0.02%	634
2024 Q4	$773K	Sell	14,184 -936	-6%	-$53.3K	0.02%	630
2024 Q3	$942K	Buy	15,120 +444	+3%	+$26.3K	0.02%	541
2024 Q2	$808K	Sell	14,676 -492	-3%	-$27.7K	0.02%	539
2024 Q1	$856K	Buy	15,168 +488	+3%	+$29.2K	0.03%	495
2023 Q4	$951K	Buy	+14,680	New	+$846K	0.04%	427

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

Principal Securities's WPC Position: Q1 2026 in Review

Principal Securities opened a new position in W.P. Carey (WPC) in Q1 2026: 3,175 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings. This is a return to the name: Principal Securities previously reported a position in WPC as recently as Q3 2025.

Principal Securities first reported a position in WPC in Q4 2023 and has held it in 9 quarters since. The position peaked at $951K in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Principal Securities held 3,175 shares of W.P. Carey worth $216K as of Q1 2026.
W.P. Carey was a new Principal Securities position in Q1 2026.
W.P. Carey made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1353 holding.
Principal Securities first reported a position in W.P. Carey in Q4 2023 and has held it in 9 quarters since.
Principal Securities's W.P. Carey position peaked at $951K in Q4 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.