TIAA Trust, National Association
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TIAA Trust, National Association’s W.P. Carey WPC Stock Holding History

TIAA Trust, National Association’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 		– Sell
-4,709
Closed -$303K – 674
2025
Q4 		$303K Sell
4,709
-618
-12% -$41.2K ﹤0.01% 576
2025
Q3 		$360K Sell
5,327
-541
-9% -$35.4K ﹤0.01% 536
2025
Q2 		$366K Buy
5,868
+1,082
+23% +$66.6K ﹤0.01% 505
2025
Q1 		$302K Sell
4,786
-5
-0.1% -$296 ﹤0.01% 539
2024
Q4 		$261K Buy
+4,791
New +$273K ﹤0.01% 569

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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

TIAA Trust, National Association's WPC Position: Q1 2026 in Review

TIAA Trust, National Association sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 4,709 shares — an estimated $303K sold.

TIAA Trust, National Association first reported a position in WPC in Q4 2024 and held it in 5 quarters. The position peaked at $366K in Q2 2025. 868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • TIAA Trust, National Association reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 4,709 W.P. Carey shares in Q1 2026, an estimated $303K.
  • TIAA Trust, National Association first reported a position in W.P. Carey in Q4 2024 and held it in 5 quarters.
  • TIAA Trust, National Association's W.P. Carey position peaked at $366K in Q2 2025.
  • 868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.