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Summit Trail Advisors’s W.P. Carey WPC Stock Holding History

Summit Trail Advisors’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 		$1.54M Buy
22,659
+7,055
+45% +$495K 0.02% 711
2025
Q4 		$1.02M Buy
15,604
+5,079
+48% +$338K 0.02% 803
2025
Q3 		$720K Buy
10,525
+6,217
+144% +$407K 0.01% 976
2025
Q2 		$275K Sell
4,308
-953
-18% -$58.7K ﹤0.01% 962
2025
Q1 		$338K Buy
5,261
+1,644
+45% +$97.3K 0.01% 303
2024
Q4 		$201K Buy
+3,617
New +$206K 0.01% 358

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

Summit Trail Advisors's WPC Position: Q1 2026 in Review

Summit Trail Advisors increased its W.P. Carey (WPC) stake by 45% in Q1 2026, buying an estimated $495K and bringing the position to 22,659 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #711.

Summit Trail Advisors first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Summit Trail Advisors held 22,659 shares of W.P. Carey worth $1.54M as of Q1 2026.
  • Summit Trail Advisors bought 7,055 W.P. Carey shares in Q1 2026, an estimated $495K.
  • W.P. Carey made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #711 holding.
  • Summit Trail Advisors first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.