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Savant Capital’s W.P. Carey WPC Stock Holding History

Savant Capital’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 		$1.1M Buy
15,797
+7,198
+84% +$527K ﹤0.01% 840
2026
Q1 		$584K Buy
8,599
+3,206
+59% +$225K ﹤0.01% 827
2025
Q4 		$347K Sell
5,393
-22
-0.4% -$1.47K ﹤0.01% 985
2025
Q3 		$366K Sell
5,415
-54
-1% -$3.54K ﹤0.01% 927
2025
Q2 		$341K Sell
5,469
-284
-5% -$17.5K ﹤0.01% 906
2025
Q1 		$363K Sell
5,753
-6,373
-53% -$377K ﹤0.01% 766
2024
Q4 		$661K Sell
12,126
-8,979
-43% -$512K 0.01% 792
2024
Q3 		$1.31M Buy
+21,105
New +$1.25M 0.01% 554
2023
Q3 		– Sell
-3,023
Closed -$200K – 830
2023
Q2 		$200K Buy
+3,023
New +$210K ﹤0.01% 747
2022
Q4 		– Sell
-3,397
Closed -$232K – 619
2022
Q3 		$232K Buy
+3,397
New +$278K 0.01% 480

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

Savant Capital's WPC Position: Q2 2026 in Review

Savant Capital increased its W.P. Carey (WPC) stake by 84% in Q2 2026, buying an estimated $527K and bringing the position to 15,797 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Savant Capital first reported a position in WPC in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.31M in Q3 2024. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Savant Capital held 15,797 shares of W.P. Carey worth $1.1M as of Q2 2026.
  • Savant Capital bought 7,198 W.P. Carey shares in Q2 2026, an estimated $527K.
  • W.P. Carey made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #840 holding.
  • Savant Capital first reported a position in W.P. Carey in Q3 2022 and has held it in 10 quarters since.
  • Savant Capital's W.P. Carey position peaked at $1.31M in Q3 2024.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.