SG Americas Securities
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SG Americas Securities’s W.P. Carey WPC Stock Holding History

SG Americas Securities’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 		– Sell
-55,600
Closed -$9K – 3762
2025
Q4 		$9K Hold
55,600
– – ﹤0.01% 3521
2025
Q3 		$125K Buy
55,600
+43,600
+363% +$2.85M ﹤0.01% 2992
2025
Q2 		$28K Hold
12,000
– – ﹤0.01% 2811
2025
Q1 		$43K Buy
+12,000
New +$710K ﹤0.01% 3274

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

SG Americas Securities's WPC Position: Q2 2026 in Review

SG Americas Securities reduced its W.P. Carey (WPC) stake by 87% in Q2 2026, selling an estimated $14.8M and leaving 31,107 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

SG Americas Securities first reported a position in WPC in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.8M in Q1 2026. 904 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • SG Americas Securities held 31,107 shares of W.P. Carey worth $2.22M as of Q2 2026.
  • SG Americas Securities sold 202,051 W.P. Carey shares in Q2 2026, an estimated $14.8M.
  • W.P. Carey made up ﹤0.01% of SG Americas Securities's portfolio in Q2 2026, its #1450 holding.
  • SG Americas Securities first reported a position in W.P. Carey in Q2 2013 and has held it in 53 quarters since.
  • SG Americas Securities's W.P. Carey position peaked at $15.8M in Q1 2026.
  • 904 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.