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 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 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

Savant Capital's WPC Position: Q1 2026 in Review

Savant Capital increased its W.P. Carey (WPC) stake by 59% in Q1 2026, buying an estimated $225K and bringing the position to 8,599 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Savant Capital first reported a position in WPC in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.31M in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Savant Capital held 8,599 shares of W.P. Carey worth $584K as of Q1 2026.
Savant Capital bought 3,206 W.P. Carey shares in Q1 2026, an estimated $225K.
W.P. Carey made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #827 holding.
Savant Capital first reported a position in W.P. Carey in Q3 2022 and has held it in 9 quarters since.
Savant Capital's W.P. Carey position peaked at $1.31M in Q3 2024.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.