Roof Eidam Maycock Peralta (REMP)’s W.P. Carey WPC Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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	$943K	Hold	13,883	–	–	0.22%	64
2025 Q4	$894K	Buy	13,883 +5,138	+59%	+$342K	0.2%	67
2025 Q3	$591K	Sell	8,745 -375	-4%	-$24.5K	0.14%	81
2025 Q2	$569K	Buy	+9,120	New	+$562K	0.14%	78
2023 Q3	–	Sell	-3,063	Closed	-$203K	–	127
2023 Q2	$203K	Hold	3,063	–	–	0.07%	115
2023 Q1	$232K	Hold	3,063	–	–	0.09%	104
2022 Q4	$234K	Sell	3,063 -664	-18%	-$49.9K	0.08%	104
2022 Q3	$255K	Buy	+3,727	New	+$305K	0.1%	95
2015 Q3	–	Sell	-4,513	Closed	-$261K	–	93
2015 Q2	$261K	Sell	4,513 -1,524	-25%	-$95.3K	0.22%	80
2015 Q1	$402K	Sell	6,037 -3,918	-39%	-$269K	0.32%	67
2014 Q4	$683K	Buy	+9,955	New	+$658K	0.58%	52

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

Roof Eidam Maycock Peralta (REMP)'s WPC Position: Q1 2026 in Review

Roof Eidam Maycock Peralta (REMP) held its W.P. Carey (WPC) position steady in Q1 2026 at 13,883 shares worth $943K. The position accounts for 0.22% of the portfolio, ranked #64.

Roof Eidam Maycock Peralta (REMP) first reported a position in WPC in Q4 2014 and has held it in 11 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Roof Eidam Maycock Peralta (REMP) held 13,883 shares of W.P. Carey worth $943K as of Q1 2026.
Roof Eidam Maycock Peralta (REMP) left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.22% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q1 2026, its #64 holding.
Roof Eidam Maycock Peralta (REMP) first reported a position in W.P. Carey in Q4 2014 and has held it in 11 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q1 2026, filed 14 May 2026.