Sagewood Asset Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
Other funds holding WPC
Sagewood Asset Management's WPC Position: Q2 2026 in Review
Sagewood Asset Management increased its W.P. Carey (WPC) stake by 47% in Q2 2026, buying an estimated $198K and bringing the position to 8,497 shares worth $608K. The position accounts for 0.14% of the portfolio, ranked #144.
Sagewood Asset Management first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Sagewood Asset Management held 8,497 shares of W.P. Carey worth $608K as of Q2 2026.
- Sagewood Asset Management bought 2,706 W.P. Carey shares in Q2 2026, an estimated $198K.
- W.P. Carey made up 0.14% of Sagewood Asset Management's portfolio in Q2 2026, its #144 holding.
- Sagewood Asset Management first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
- 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.