Titleist Asset Management
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Titleist Asset Management’s W.P. Carey WPC Stock Holding History

Titleist Asset 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
Q3 		– Sell
-2,923
Closed -$209K – 448
2026
Q2 		$209K Sell
2,923
-487
-14% -$35.7K 0.01% 400
2026
Q1 		$232K Sell
3,410
-113
-3% -$7.93K 0.02% 373
2025
Q4 		$227K Buy
+3,523
New +$235K 0.02% 356

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Titleist Asset Management's WPC Position: Q3 2026 in Review

Titleist Asset Management sold out of W.P. Carey (WPC) in Q3 2026, closing a stake of 2,923 shares — an estimated $209K sold.

Titleist Asset Management first reported a position in WPC in Q4 2025 and held it in 3 quarters. The position peaked at $232K in Q1 2026. 321 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Titleist Asset Management reported no remaining W.P. Carey position as of Q3 2026 after selling out during the quarter.
  • Titleist Asset Management sold 2,923 W.P. Carey shares in Q3 2026, an estimated $209K.
  • Titleist Asset Management first reported a position in W.P. Carey in Q4 2025 and held it in 3 quarters.
  • Titleist Asset Management's W.P. Carey position peaked at $232K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.