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

Tortoise 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
2025 Q4	–	Sell	-715	Closed	-$48.3K	–	1462
2025 Q3	$48.3K	Buy	715 +7	+1%	+$458	﹤0.01%	397
2025 Q2	$44.2K	Buy	708 +11	+2%	+$677	﹤0.01%	403
2025 Q1	$44K	Hold	697	–	–	﹤0.01%	392
2024 Q4	$38K	Hold	697	–	–	﹤0.01%	464
2024 Q3	$43.4K	Hold	697	–	–	﹤0.01%	432
2024 Q2	$38.4K	Hold	697	–	–	﹤0.01%	425
2024 Q1	$39.3K	Hold	697	–	–	﹤0.01%	410
2023 Q4	$45.2K	Sell	697 -15	-2%	-$864	0.01%	370
2023 Q3	$37.7K	Hold	712	–	–	0.01%	376
2023 Q2	$47.1K	Hold	712	–	–	0.01%	356
2023 Q1	$54K	Hold	712	–	–	0.01%	326
2022 Q4	$54.5K	Buy	712 +225	+46%	+$16.9K	0.01%	322
2022 Q3	$33K	Hold	487	–	–	0.01%	366
2022 Q2	$40K	Hold	487	–	–	0.01%	331
2022 Q1	$39K	Hold	487	–	–	0.01%	336
2021 Q4	$39K	Hold	487	–	–	0.01%	318
2021 Q3	$35K	Hold	487	–	–	0.01%	316
2021 Q2	$36K	Hold	487	–	–	0.01%	306
2021 Q1	$34K	Hold	487	–	–	0.01%	295
2020 Q4	$34K	Hold	487	–	–	0.01%	277
2020 Q3	$31K	Hold	487	–	–	0.01%	268
2020 Q2	$32K	Hold	487	–	–	0.01%	257
2020 Q1	$28K	Hold	487	–	–	0.01%	266
2019 Q4	$38K	Hold	487	–	–	0.01%	262
2019 Q3	$43K	Hold	487	–	–	0.01%	251
2019 Q2	$39K	Hold	487	–	–	0.01%	272
2019 Q1	$37K	Sell	487 -255	-34%	-$18.4K	0.01%	269
2018 Q4	$48K	Hold	742	–	–	0.01%	240
2018 Q3	$47K	Hold	742	–	–	0.01%	245
2018 Q2	$48K	Hold	742	–	–	0.01%	249
2018 Q1	$45K	Sell	742 -536	-42%	-$33K	0.01%	255
2017 Q4	$86K	Sell	1,278 -296	-19%	-$20.3K	0.02%	196
2017 Q3	$104K	Hold	1,574	–	–	0.03%	178
2017 Q2	$102K	Sell	1,574 -243	-13%	-$15.4K	0.03%	161
2017 Q1	$111K	Hold	1,817	–	–	0.04%	140
2016 Q4	$105K	Hold	1,817	–	–	0.04%	140
2016 Q3	$115K	Sell	1,817 -119	-6%	-$7.94K	0.04%	120
2016 Q2	$132K	Hold	1,936	–	–	0.05%	119
2016 Q1	$118K	Sell	1,936 -3,114	-62%	-$177K	0.04%	124
2015 Q4	$292K	Hold	5,050	–	–	0.1%	95
2015 Q3	$286K	Hold	5,050	–	–	0.11%	92
2015 Q2	$292K	Sell	5,050 -1,761	-26%	-$110K	0.11%	91
2015 Q1	$454K	Buy	6,811 +6,285	+1,195%	+$432K	0.17%	78
2014 Q4	$36K	Buy	+526	New	+$34.8K	0.01%	241

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's WPC Position: Q4 2025 in Review

Tortoise Investment Management sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 715 shares — an estimated $48.3K sold.

Tortoise Investment Management first reported a position in WPC in Q4 2014 and held it in 44 quarters. The position peaked at $454K in Q1 2015. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Tortoise Investment Management reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 715 W.P. Carey shares in Q4 2025, an estimated $48.3K.
Tortoise Investment Management first reported a position in W.P. Carey in Q4 2014 and held it in 44 quarters.
Tortoise Investment Management's W.P. Carey position peaked at $454K in Q1 2015.
858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.