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Siemens Fonds Invest’s W.P. Carey WPC Stock Holding History

Siemens Fonds Invest’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 		$1.1M Hold
16,232
– – 0.06% 231
2025
Q4 		$1.06M Buy
16,232
+13,156
+428% +$876K 0.06% 235
2025
Q3 		$208K Sell
3,076
-34
-1% -$2.23K 0.01% 457
2025
Q2 		$194K Buy
3,110
+726
+30% +$44.7K 0.01% 466
2025
Q1 		$150K Buy
+2,384
New +$141K 0.01% 479

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

Siemens Fonds Invest's WPC Position: Q1 2026 in Review

Siemens Fonds Invest held its W.P. Carey (WPC) position steady in Q1 2026 at 16,232 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #231.

Siemens Fonds Invest first reported a position in WPC in Q1 2025 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Siemens Fonds Invest held 16,232 shares of W.P. Carey worth $1.1M as of Q1 2026.
  • Siemens Fonds Invest left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up 0.06% of Siemens Fonds Invest's portfolio in Q1 2026, its #231 holding.
  • Siemens Fonds Invest first reported a position in W.P. Carey in Q1 2025 and has held it in 5 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.