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Steve Schonfeld’s W.P. Carey WPC Stock Holding History

Steve Schonfeld’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 		$16.7M Buy
233,876
+119,816
+105% +$8.78M 0.06% 287
2026
Q1 		$7.75M Buy
+114,060
New +$8M 0.05% 363
2025
Q4 		– Sell
-456,623
Closed -$30.9M – 2652
2025
Q3 		$30.9M Buy
456,623
+438,078
+2,362% +$28.7M 0.18% 99
2025
Q2 		$1.16M Buy
+18,545
New +$1.14M 0.01% 1239
2025
Q1 		– Sell
-4,099
Closed -$223K – 2520
2024
Q4 		$223K Sell
4,099
-89,118
-96% -$5.08M ﹤0.01% 1728
2024
Q3 		$5.81M Sell
93,217
-254,922
-73% -$15.1M 0.04% 496
2024
Q2 		$19.2M Buy
348,139
+342,894
+6,538% +$19.3M 0.12% 178
2024
Q1 		$296K Sell
5,245
-162,835
-97% -$9.75M ﹤0.01% 1651
2023
Q4 		$10.9M Sell
168,080
-396,465
-70% -$22.8M 0.07% 326
2023
Q3 		$29.9M Buy
564,545
+439,171
+350% +$28.1M 0.23% 102
2023
Q2 		$8.3M Sell
125,374
-130,399
-51% -$9.07M 0.07% 383
2023
Q1 		$19.4M Sell
255,773
-129,940
-34% -$10.4M 0.19% 159
2022
Q4 		$29.5M Buy
385,713
+350,124
+984% +$26.3M 0.25% 100
2022
Q3 		$2.43M Sell
35,589
-25,977
-42% -$2.13M 0.02% 788
2022
Q2 		$5M Sell
61,566
-94,264
-60% -$7.61M 0.05% 471
2022
Q1 		$12.3M Sell
155,830
-70,604
-31% -$5.42M 0.11% 223
2021
Q4 		$18.2M Buy
226,434
+26,528
+13% +$2.03M 0.17% 156
2021
Q3 		$14.3M Buy
199,906
+118,145
+145% +$8.99M 0.15% 186
2021
Q2 		$5.97M Buy
+81,761
New +$5.98M 0.06% 417
2020
Q2 		– Sell
-13,076
Closed -$744K – 1587
2020
Q1 		$744K Buy
+13,076
New +$992K 0.05% 463
2018
Q4 		– Sell
-3,574
Closed -$225K – 1255
2018
Q3 		$225K Sell
3,574
-17,603
-83% -$1.13M 0.01% 746
2018
Q2 		$1.38M Buy
21,177
+6,053
+40% +$384K 0.07% 339
2018
Q1 		$918K Buy
15,124
+11,642
+334% +$717K 0.07% 340
2017
Q4 		$235K Buy
+3,482
New +$238K 0.02% 637

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

Steve Schonfeld's WPC Position: Q2 2026 in Review

Steve Schonfeld increased its W.P. Carey (WPC) stake by 105% in Q2 2026, buying an estimated $8.78M and bringing the position to 233,876 shares worth $16.7M. The position accounts for 0.06% of the portfolio, ranked #287.

Steve Schonfeld first reported a position in WPC in Q4 2017 and has held it in 24 quarters since. The position peaked at $30.9M in Q3 2025. 896 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Steve Schonfeld held 233,876 shares of W.P. Carey worth $16.7M as of Q2 2026.
  • Steve Schonfeld bought 119,816 W.P. Carey shares in Q2 2026, an estimated $8.78M.
  • W.P. Carey made up 0.06% of Steve Schonfeld's portfolio in Q2 2026, its #287 holding.
  • Steve Schonfeld first reported a position in W.P. Carey in Q4 2017 and has held it in 24 quarters since.
  • Steve Schonfeld's W.P. Carey position peaked at $30.9M in Q3 2025.
  • 896 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.