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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
Q2 		$10.2K Hold
142
– – ﹤0.01% 1075
2026
Q1 		$9.65K Hold
142
– – ﹤0.01% 850
2025
Q4 		$9.14K Hold
142
– – ﹤0.01% 807
2025
Q3 		$9.6K Buy
+142
New +$9.29K ﹤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

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 $3.37T AUM 44.26% 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

SJS Investment Consulting's WPC Position: Q2 2026 in Review

SJS Investment Consulting held its W.P. Carey (WPC) position steady in Q2 2026 at 142 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

SJS Investment Consulting first reported a position in WPC in Q1 2022 and has held it in 8 quarters since. The position peaked at $36.7K in Q4 2022. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • SJS Investment Consulting held 142 shares of W.P. Carey worth $10.2K as of Q2 2026.
  • SJS Investment Consulting left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1075 holding.
  • SJS Investment Consulting first reported a position in W.P. Carey in Q1 2022 and has held it in 8 quarters since.
  • SJS Investment Consulting's W.P. Carey position peaked at $36.7K in Q4 2022.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.