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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
2023
Q4 		– Sell
-137,835
Closed -$7.3M – 2267
2023
Q3 		$7.3M Buy
+137,835
New +$8.83M 0.06% 441
2023
Q1 		– Sell
-12,763
Closed -$1.25K – 2707
2022
Q4 		$1.25K Buy
+12,763
New +$959K ﹤0.01% 2452

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.