TCW Group’s W.P. Carey WPC Stock Holding History

TCW Group’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	$244K	Buy	3,591 +174	+5%	+$12.2K	﹤0.01%	607
2025 Q4	$220K	Buy	+3,417	New	+$228K	﹤0.01%	624

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

TCW Group's WPC Position: Q1 2026 in Review

TCW Group increased its W.P. Carey (WPC) stake by 5.1% in Q1 2026, buying an estimated $12.2K and bringing the position to 3,591 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

TCW Group 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.

TCW Group held 3,591 shares of W.P. Carey worth $244K as of Q1 2026.
TCW Group bought 174 W.P. Carey shares in Q1 2026, an estimated $12.2K.
W.P. Carey made up ﹤0.01% of TCW Group's portfolio in Q1 2026, its #607 holding.
TCW Group 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 TCW Group's 13F filing for Q1 2026, filed 14 May 2026.