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TIAA Wealth Investment Management’s W.P. Carey WPC Stock Holding History

TIAA Wealth Investment Management’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 		$1.68K Sell
23
-197
-90% -$14.4K ﹤0.01% 603
2026
Q1 		$14.9K Buy
+220
New +$15.4K ﹤0.01% 490

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 Wealth Investment Management's WPC Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its W.P. Carey (WPC) stake by 90% in Q2 2026, selling an estimated $14.4K and leaving 23 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

TIAA Wealth Investment Management first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.9K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • TIAA Wealth Investment Management held 23 shares of W.P. Carey worth $1.68K as of Q2 2026.
  • TIAA Wealth Investment Management sold 197 W.P. Carey shares in Q2 2026, an estimated $14.4K.
  • W.P. Carey made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #603 holding.
  • TIAA Wealth Investment Management first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
  • TIAA Wealth Investment Management's W.P. Carey position peaked at $14.9K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.