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Tidal Investments’s W.P. Carey WPC Stock Holding History

Tidal Investments’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 		$805K Buy
11,850
+1,289
+12% +$90.4K ﹤0.01% 1594
2025
Q4 		$680K Buy
10,561
+793
+8% +$52.8K ﹤0.01% 1477
2025
Q3 		$660K Sell
9,768
-1,710
-15% -$112K ﹤0.01% 1421
2025
Q2 		$716K Buy
+11,478
New +$707K ﹤0.01% 1186
2024
Q2 		– Sell
-6,068
Closed -$342K – 1945
2024
Q1 		$342K Buy
+6,068
New +$363K 0.01% 1352

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tidal Investments's WPC Position: Q1 2026 in Review

Tidal Investments increased its W.P. Carey (WPC) stake by 12% in Q1 2026, buying an estimated $90.4K and bringing the position to 11,850 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Tidal Investments first reported a position in WPC in Q1 2024 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Tidal Investments held 11,850 shares of W.P. Carey worth $805K as of Q1 2026.
  • Tidal Investments bought 1,289 W.P. Carey shares in Q1 2026, an estimated $90.4K.
  • W.P. Carey made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1594 holding.
  • Tidal Investments first reported a position in W.P. Carey in Q1 2024 and has held it in 5 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.