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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
Q2 		$994K Sell
13,901
-2,331
-14% -$171K 0.05% 255
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 $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 $3.38T AUM 44.17% 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

Siemens Fonds Invest's WPC Position: Q2 2026 in Review

Siemens Fonds Invest reduced its W.P. Carey (WPC) stake by 14% in Q2 2026, selling an estimated $171K and leaving 13,901 shares worth $994K. The position accounts for 0.05% of the portfolio, ranked #255.

Siemens Fonds Invest first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2026. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Siemens Fonds Invest held 13,901 shares of W.P. Carey worth $994K as of Q2 2026.
  • Siemens Fonds Invest sold 2,331 W.P. Carey shares in Q2 2026, an estimated $171K.
  • W.P. Carey made up 0.05% of Siemens Fonds Invest's portfolio in Q2 2026, its #255 holding.
  • Siemens Fonds Invest first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • Siemens Fonds Invest's W.P. Carey position peaked at $1.1M in Q1 2026.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.