Quantinno Capital Management’s W.P. Carey WPC Stock Holding History

Quantinno Capital 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	$19.1M	Buy	280,897 +106,456	+61%	+$7.47M	0.03%	641
2025 Q4	$11.2M	Buy	174,441 +12,536	+8%	+$835K	0.02%	737
2025 Q3	$10.9M	Buy	161,905 +25,171	+18%	+$1.65M	0.03%	630
2025 Q2	$8.53M	Buy	136,734 +44,391	+48%	+$2.73M	0.04%	595
2025 Q1	$5.83M	Buy	92,343 +41,961	+83%	+$2.48M	0.04%	582
2024 Q4	$2.74M	Buy	50,382 +27,498	+120%	+$1.57M	0.03%	730
2024 Q3	$1.43M	Buy	22,884 +1,504	+7%	+$89.2K	0.02%	838
2024 Q2	$1.18M	Buy	21,380 +13,425	+169%	+$757K	0.02%	760
2024 Q1	$449K	Buy	7,955 +2,298	+41%	+$138K	0.01%	979
2023 Q4	$367K	Sell	5,657 -10,237	-64%	-$590K	0.01%	909
2023 Q3	$842K	Buy	+15,894	New	+$1.02M	0.04%	566
2023 Q2	–	Sell	-13,265	Closed	-$1.01M	–	957
2023 Q1	$1.01M	Buy	13,265 +7,351	+124%	+$586K	0.07%	380
2022 Q4	$453K	Sell	5,914 -2,072	-26%	-$156K	0.03%	566
2022 Q3	$546K	Sell	7,986 -180	-2%	-$14.7K	0.07%	349
2022 Q2	$663K	Buy	8,166 +1,304	+19%	+$105K	0.1%	271
2022 Q1	$543K	Buy	6,862 +3,806	+125%	+$292K	0.08%	299
2021 Q4	$246K	Buy	+3,056	New	+$234K	0.04%	451

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

Quantinno Capital Management's WPC Position: Q1 2026 in Review

Quantinno Capital Management increased its W.P. Carey (WPC) stake by 61% in Q1 2026, buying an estimated $7.47M and bringing the position to 280,897 shares worth $19.1M. The position accounts for 0.03% of the portfolio, ranked #641.

Quantinno Capital Management first reported a position in WPC in Q4 2021 and has held it in 17 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Quantinno Capital Management held 280,897 shares of W.P. Carey worth $19.1M as of Q1 2026.
Quantinno Capital Management bought 106,456 W.P. Carey shares in Q1 2026, an estimated $7.47M.
W.P. Carey made up 0.03% of Quantinno Capital Management's portfolio in Q1 2026, its #641 holding.
Quantinno Capital Management first reported a position in W.P. Carey in Q4 2021 and has held it in 17 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.