Syon Capital’s W.P. Carey WPC Stock Holding History

Syon Capital’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	$301K	Buy	4,216 +484	+13%	+$35.5K	0.01%	798
2026 Q1	$254K	Buy	3,732 +494	+15%	+$34.7K	0.01%	796
2025 Q4	$208K	Buy	+3,238	New	+$216K	0.01%	861

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Syon Capital's WPC Position: Q2 2026 in Review

Syon Capital increased its W.P. Carey (WPC) stake by 13% in Q2 2026, buying an estimated $35.5K and bringing the position to 4,216 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #798.

Syon Capital first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Syon Capital held 4,216 shares of W.P. Carey worth $301K as of Q2 2026.
Syon Capital bought 484 W.P. Carey shares in Q2 2026, an estimated $35.5K.
W.P. Carey made up 0.01% of Syon Capital's portfolio in Q2 2026, its #798 holding.
Syon Capital first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.