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Sawyer & Company’s W.P. Carey WPC Stock Holding History

Sawyer & Company’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 		$227K Sell
3,170
-275
-8% -$20.2K 0.08% 93
2026
Q1 		$234K Sell
3,445
-150
-4% -$10.5K 0.09% 89
2025
Q4 		$231K Sell
3,595
-2,290
-39% -$152K 0.08% 87
2025
Q3 		$367K Buy
5,885
+2,715
+86% +$178K 0.14% 79
2025
Q2 		$227K Sell
3,170
-2,715
-46% -$167K 0.08% 93
2025
Q1 		$371K Sell
5,885
-35
-0.6% -$2.07K 0.15% 80
2024
Q4 		$323K Sell
5,920
-775
-12% -$44.2K 0.12% 85
2024
Q3 		$417K Hold
6,695
– – 0.15% 84
2024
Q2 		$369K Hold
6,695
– – 0.15% 87
2024
Q1 		$378K Sell
6,695
-200
-3% -$12K 0.15% 86
2023
Q4 		$447K Sell
6,895
-737
-10% -$42.5K 0.2% 83
2023
Q3 		$404K Sell
7,632
-623
-8% -$39.9K 0.19% 82
2023
Q2 		$546K Sell
8,255
-2,680
-25% -$186K 0.25% 77
2023
Q1 		$799K Hold
10,935
– – 0.43% 67
2022
Q4 		$837K Sell
10,935
-189
-2% -$14.2K 0.41% 68
2022
Q3 		$760K Hold
11,124
– – 0.41% 66
2022
Q2 		$903K Hold
11,124
– – 0.46% 68
2022
Q1 		$881K Hold
11,124
– – 0.4% 69
2021
Q4 		$894K Sell
11,124
-485
-4% -$37.1K 0.39% 69
2021
Q3 		$830K Buy
11,609
+1,251
+12% +$95.2K 0.39% 69
2021
Q2 		$757K Hold
10,358
– – 0.35% 71
2021
Q1 		$718K Sell
10,358
-41
-0.4% -$2.75K 0.36% 71
2020
Q4 		$719K Sell
10,399
-689
-6% -$46K 0.37% 70
2020
Q3 		$708K Sell
11,088
-179
-2% -$12.1K 0.42% 66
2020
Q2 		$747K Hold
11,267
– – 0.46% 60
2020
Q1 		$641K Buy
11,267
+2,078
+23% +$158K 0.51% 54
2019
Q4 		$720K Buy
9,189
+7,244
+372% +$607K 0.46% 58
2019
Q3 		$170K Buy
+1,945
New +$166K 0.12% 97

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Sawyer & Company's WPC Position: Q2 2026 in Review

Sawyer & Company reduced its W.P. Carey (WPC) stake by 8% in Q2 2026, selling an estimated $20.2K and leaving 3,170 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #93.

Sawyer & Company first reported a position in WPC in Q3 2019 and has held it in 28 quarters since. The position peaked at $903K in Q2 2022. 348 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Sawyer & Company held 3,170 shares of W.P. Carey worth $227K as of Q2 2026.
  • Sawyer & Company sold 275 W.P. Carey shares in Q2 2026, an estimated $20.2K.
  • W.P. Carey made up 0.08% of Sawyer & Company's portfolio in Q2 2026, its #93 holding.
  • Sawyer & Company first reported a position in W.P. Carey in Q3 2019 and has held it in 28 quarters since.
  • Sawyer & Company's W.P. Carey position peaked at $903K in Q2 2022.
  • 348 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.