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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
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 $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

SJS Investment Consulting's WPC Position: Q1 2026 in Review

SJS Investment Consulting held its W.P. Carey (WPC) position steady in Q1 2026 at 142 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

SJS Investment Consulting first reported a position in WPC in Q1 2022 and has held it in 7 quarters since. The position peaked at $36.7K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • SJS Investment Consulting held 142 shares of W.P. Carey worth $9.65K as of Q1 2026.
  • SJS Investment Consulting left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2026, its #850 holding.
  • SJS Investment Consulting first reported a position in W.P. Carey in Q1 2022 and has held it in 7 quarters since.
  • SJS Investment Consulting's W.P. Carey position peaked at $36.7K in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.