Sterling Capital Management’s W.P. Carey WPC Stock Holding History

Sterling Capital Management’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	$422K	Sell	6,522 -1,011	-13%	-$71.7K	0.01%	782
2026 Q2	$539K	Sell	7,533 -693	-8%	-$50.8K	0.01%	776
2026 Q1	$559K	Sell	8,226 -4,624	-36%	-$324K	0.01%	725
2025 Q4	$827K	Sell	12,850 -551	-4%	-$36.7K	0.01%	694
2025 Q3	$906K	Sell	13,401 -1,026	-7%	-$67.2K	0.01%	670
2025 Q2	$900K	Buy	14,427 +2,380	+20%	+$147K	0.01%	666
2025 Q1	$760K	Sell	12,047 -796	-6%	-$47.1K	0.01%	686
2024 Q4	$700K	Buy	12,843 +4,442	+53%	+$253K	0.01%	751
2024 Q3	$523K	Buy	+8,401	New	+$498K	0.01%	830
2018 Q3	–	Sell	-40,298	Closed	-$2.62M	–	926
2018 Q2	$2.62M	Buy	40,298 +1,327	+3%	+$84.1K	0.02%	344
2018 Q1	$2.37M	Buy	38,971 +3,482	+10%	+$214K	0.02%	372
2017 Q4	$2.4M	Buy	+35,489	New	+$2.43M	0.02%	377
2016 Q3	–	Sell	-31,303	Closed	-$2.13M	–	979
2016 Q2	$2.13M	Buy	31,303 +358	+1%	+$22.5K	0.02%	373
2016 Q1	$1.89M	Buy	30,945 +203	+0.7%	+$11.5K	0.02%	395
2015 Q4	$1.78M	Buy	30,742 +112	+0.4%	+$6.72K	0.02%	411
2015 Q3	$1.73M	Buy	+30,630	New	+$1.78M	0.02%	394
2015 Q2	–	Sell	-5,105	Closed	-$340K	–	947
2015 Q1	$340K	Buy	+5,105	New	+$351K	﹤0.01%	767

Other funds holding WPC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sterling Capital Management's WPC Position: Q3 2026 in Review

Sterling Capital Management reduced its W.P. Carey (WPC) stake by 13% in Q3 2026, selling an estimated $71.7K and leaving 6,522 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #782.

Sterling Capital Management first reported a position in WPC in Q1 2015 and has held it in 17 quarters since. The position peaked at $2.62M in Q2 2018. 684 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Sterling Capital Management held 6,522 shares of W.P. Carey worth $422K as of Q3 2026.
Sterling Capital Management sold 1,011 W.P. Carey shares in Q3 2026, an estimated $71.7K.
W.P. Carey made up 0.01% of Sterling Capital Management's portfolio in Q3 2026, its #782 holding.
Sterling Capital Management first reported a position in W.P. Carey in Q1 2015 and has held it in 17 quarters since.
Sterling Capital Management's W.P. Carey position peaked at $2.62M in Q2 2018.
684 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.