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Rothschild Investment LLC’s W.P. Carey WPC Stock Holding History

Rothschild Investment LLC’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 		$22.9K Buy
320
+44
+16% +$3.22K ﹤0.01% 1509
2026
Q1 		$18.8K Sell
276
-11
-4% -$772 ﹤0.01% 1443
2025
Q4 		$18.5K Buy
287
+55
+24% +$3.66K ﹤0.01% 1351
2025
Q3 		$15.7K Buy
232
+220
+1,833% +$14.4K ﹤0.01% 1307
2025
Q2 		$749 Buy
12
+2
+20% +$123 ﹤0.01% 2604
2025
Q1 		$631 Hold
10
– – ﹤0.01% 2543
2024
Q4 		$545 Buy
+10
New +$570 ﹤0.01% 2502
2017
Q3 		– Sell
-3,641
Closed -$235K – 441
2017
Q2 		$235K Sell
3,641
-1,736
-32% -$110K 0.03% 393
2017
Q1 		$328K Buy
5,377
+307
+6% +$18.6K 0.04% 332
2016
Q4 		$293K Sell
5,070
-307
-6% -$18K 0.04% 343
2016
Q3 		$340K Sell
5,377
-1,991
-27% -$133K 0.04% 323
2016
Q2 		$501K Buy
7,368
+970
+15% +$60.9K 0.06% 258
2016
Q1 		$390K Buy
6,398
+1,226
+24% +$69.6K 0.05% 301
2015
Q4 		$299K Hold
5,172
– – 0.04% 350
2015
Q3 		$293K Hold
5,172
– – 0.04% 359
2015
Q2 		$299K Buy
+5,172
New +$323K 0.03% 388
2015
Q1 		– Sell
-2,926
Closed -$201K – 517
2014
Q4 		$201K Buy
+2,926
New +$193K 0.02% 457

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's WPC Position: Q2 2026 in Review

Rothschild Investment LLC increased its W.P. Carey (WPC) stake by 16% in Q2 2026, buying an estimated $3.22K and bringing the position to 320 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Rothschild Investment LLC first reported a position in WPC in Q4 2014 and has held it in 17 quarters since. The position peaked at $501K in Q2 2016. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Rothschild Investment LLC held 320 shares of W.P. Carey worth $22.9K as of Q2 2026.
  • Rothschild Investment LLC bought 44 W.P. Carey shares in Q2 2026, an estimated $3.22K.
  • W.P. Carey made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1509 holding.
  • Rothschild Investment LLC first reported a position in W.P. Carey in Q4 2014 and has held it in 17 quarters since.
  • Rothschild Investment LLC's W.P. Carey position peaked at $501K in Q2 2016.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.