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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
Q2 		$288K Buy
4,027
+852
+27% +$62.4K ﹤0.01% 1343
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Securities's WPC Position: Q2 2026 in Review

Principal Securities increased its W.P. Carey (WPC) stake by 27% in Q2 2026, buying an estimated $62.4K and bringing the position to 4,027 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Principal Securities first reported a position in WPC in Q4 2023 and has held it in 10 quarters since. The position peaked at $951K in Q4 2023. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Principal Securities held 4,027 shares of W.P. Carey worth $288K as of Q2 2026.
  • Principal Securities bought 852 W.P. Carey shares in Q2 2026, an estimated $62.4K.
  • W.P. Carey made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1343 holding.
  • Principal Securities first reported a position in W.P. Carey in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's W.P. Carey position peaked at $951K in Q4 2023.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.