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Salomon & Ludwin’s W.P. Carey WPC Stock Holding History

Salomon & Ludwin’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 		$19.6K Sell
277
-3
-1% -$220 ﹤0.01% 1159
2026
Q1 		$19.6K Sell
280
-5
-2% -$351 ﹤0.01% 1095
2025
Q4 		$18.3K Buy
285
+1
+0.4% +$67 ﹤0.01% 976
2025
Q3 		$19.7K Buy
284
+43
+18% +$2.81K ﹤0.01% 828
2025
Q2 		$15.2K Buy
241
+95
+65% +$5.85K ﹤0.01% 427
2025
Q1 		$9.21K Hold
146
– – ﹤0.01% 458
2024
Q4 		$7.95K Sell
146
-89
-38% -$5.07K ﹤0.01% 469
2024
Q3 		$14.6K Buy
235
+71
+43% +$4.21K ﹤0.01% 406
2024
Q2 		$9.03K Hold
164
– – ﹤0.01% 456
2024
Q1 		$9.26K Buy
164
+77
+89% +$4.61K ﹤0.01% 562
2023
Q4 		$4.71K Sell
87
-2
-2% -$115 ﹤0.01% 586
2023
Q3 		$4.71K Buy
+89
New +$5.7K ﹤0.01% 584
2020
Q2 		– Sell
-90
Closed -$5K – 225
2020
Q1 		$5K Hold
90
– – ﹤0.01% 200
2019
Q4 		$7K Hold
90
– – ﹤0.01% 199
2019
Q3 		$8K Hold
90
– – ﹤0.01% 178
2019
Q2 		$7K Buy
+90
New +$7.13K ﹤0.01% 179

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 $3.37T AUM 44.26% 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

Salomon & Ludwin's WPC Position: Q2 2026 in Review

Salomon & Ludwin reduced its W.P. Carey (WPC) stake by 1.1% in Q2 2026, selling an estimated $220 and leaving 277 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Salomon & Ludwin first reported a position in WPC in Q2 2019 and has held it in 16 quarters since. The position peaked at $19.7K in Q3 2025. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Salomon & Ludwin held 277 shares of W.P. Carey worth $19.6K as of Q2 2026.
  • Salomon & Ludwin sold 3 W.P. Carey shares in Q2 2026, an estimated $220.
  • W.P. Carey made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1159 holding.
  • Salomon & Ludwin first reported a position in W.P. Carey in Q2 2019 and has held it in 16 quarters since.
  • Salomon & Ludwin's W.P. Carey position peaked at $19.7K in Q3 2025.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.