Sienna Gestion’s W.P. Carey WPC Stock Holding History

Sienna Gestion’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	–	Sell	-18,182	Closed	-$1.24M	–	199
2026 Q1	$1.24M	Hold	18,182	–	–	0.08%	115
2025 Q4	$1.18M	Buy	+18,182	New	+$1.21M	0.07%	135

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sienna Gestion's WPC Position: Q2 2026 in Review

Sienna Gestion sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 18,182 shares — an estimated $1.24M sold.

Sienna Gestion first reported a position in WPC in Q4 2025 and held it in 2 quarters. The position peaked at $1.24M in Q1 2026. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Sienna Gestion reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
Sienna Gestion sold 18,182 W.P. Carey shares in Q2 2026, an estimated $1.24M.
Sienna Gestion first reported a position in W.P. Carey in Q4 2025 and held it in 2 quarters.
Sienna Gestion's W.P. Carey position peaked at $1.24M in Q1 2026.
903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Sienna Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.