SJS Investment Consulting
WPC icon

SJS Investment Consulting’s W.P. Carey WPC Stock Holding History

SJS Investment Consulting’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
Q3 		$135K Buy
2,094
+1,952
+1,375% +$138K 0.01% 281
2026
Q2 		$10.2K Hold
142
– – ﹤0.01% 1075
2026
Q1 		$9.7K Hold
142
– – ﹤0.01% 850
2025
Q4 		$9.14K Hold
142
– – ﹤0.01% 807
2025
Q3 		$9.6K Buy
+142
New +$9.3K ﹤0.01% 621
2023
Q2 		– Sell
-480
Closed -$36.4K – 1627
2023
Q1 		$36.4K Hold
480
– – 0.01% 171
2022
Q4 		$36.7K Hold
480
– – 0.01% 174
2022
Q3 		$33K Buy
+480
New +$39.3K 0.01% 189
2022
Q1 		$23K Buy
+286
New +$21.9K 0.01% 283

Other funds holding WPC

Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SJS Investment Consulting's WPC Position: Q3 2026 in Review

SJS Investment Consulting increased its W.P. Carey (WPC) stake by 1,375% in Q3 2026, buying an estimated $138K and bringing the position to 2,094 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #281.

SJS Investment Consulting first reported a position in WPC in Q1 2022 and has held it in 9 quarters since. 475 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • SJS Investment Consulting held 2,094 shares of W.P. Carey worth $135K as of Q3 2026.
  • SJS Investment Consulting bought 1,952 W.P. Carey shares in Q3 2026, an estimated $138K.
  • W.P. Carey made up 0.01% of SJS Investment Consulting's portfolio in Q3 2026, its #281 holding.
  • SJS Investment Consulting first reported a position in W.P. Carey in Q1 2022 and has held it in 9 quarters since.
  • 475 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.