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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Syon Capital's WPC Position: Q1 2026 in Review

Syon Capital increased its W.P. Carey (WPC) stake by 15% in Q1 2026, buying an estimated $34.7K and bringing the position to 3,732 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #796.

Syon Capital first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Syon Capital held 3,732 shares of W.P. Carey worth $254K as of Q1 2026.
Syon Capital bought 494 W.P. Carey shares in Q1 2026, an estimated $34.7K.
W.P. Carey made up 0.01% of Syon Capital's portfolio in Q1 2026, its #796 holding.
Syon Capital first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.