Markowski Investments’s W.P. Carey WPC Stock Holding History

Markowski Investments’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	$133K	Buy	+1,863	New	+$137K	0.03%	144

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Markowski Investments's WPC Position: Q2 2026 in Review

Markowski Investments opened a new position in W.P. Carey (WPC) in Q2 2026: 1,863 shares worth $133K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings.

728 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Markowski Investments held 1,863 shares of W.P. Carey worth $133K as of Q2 2026.
W.P. Carey was a new Markowski Investments position in Q2 2026.
W.P. Carey made up 0.03% of Markowski Investments's portfolio in Q2 2026, its #144 holding.
728 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.