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
-70,700
Closed -$7K – 3763
2025
Q4 		$7K Hold
70,700
– – ﹤0.01% 3535
2025
Q3 		$31K Buy
70,700
+24,700
+54% +$1.62M ﹤0.01% 3249
2025
Q2 		$76K Hold
46,000
– – ﹤0.01% 2694
2025
Q1 		$91K Buy
+46,000
New +$2.72M ﹤0.01% 3082

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SG Americas Securities's WPC Position: Q1 2026 in Review

SG Americas Securities increased its W.P. Carey (WPC) stake by 111% in Q1 2026, buying an estimated $8.62M and bringing the position to 233,158 shares worth $15.8M. The position accounts for 0.02% of the portfolio, ranked #628.

SG Americas Securities first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • SG Americas Securities held 233,158 shares of W.P. Carey worth $15.8M as of Q1 2026.
  • SG Americas Securities bought 122,903 W.P. Carey shares in Q1 2026, an estimated $8.62M.
  • W.P. Carey made up 0.02% of SG Americas Securities's portfolio in Q1 2026, its #628 holding.
  • SG Americas Securities first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.