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TownSquare Capital’s W.P. Carey WPC Stock Holding History

TownSquare Capital’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
-3,420
Closed -$231K – 379
2025
Q3 		$231K Sell
3,420
-428
-11% -$28K 0.04% 335
2025
Q2 		$240K Sell
3,848
-12,805
-77% -$788K 0.02% 538
2025
Q1 		$1.05M Buy
16,653
+3,231
+24% +$191K 0.01% 835
2024
Q4 		$731K Buy
13,422
+2,323
+21% +$132K 0.01% 875
2024
Q3 		$691K Buy
11,099
+550
+5% +$32.6K 0.01% 844
2024
Q2 		$581K Buy
10,549
+1,509
+17% +$85K 0.01% 837
2024
Q1 		$510K Buy
9,040
+1,698
+23% +$102K 0.01% 846
2023
Q4 		$476K Sell
7,342
-3,771
-34% -$217K 0.01% 796
2023
Q3 		$589K Sell
11,113
-2,608
-19% -$167K 0.01% 708
2023
Q2 		$908K Sell
13,721
-9,244
-40% -$643K 0.02% 576
2023
Q1 		$1.74M Sell
22,965
-1,271
-5% -$101K 0.04% 350
2022
Q4 		$1.86M Buy
24,236
+17,564
+263% +$1.32M 0.05% 324
2022
Q3 		$457K Buy
6,672
+3,949
+145% +$323K 0.01% 501
2022
Q2 		$221K Buy
2,723
+71
+3% +$5.73K 0.01% 635
2022
Q1 		$210K Buy
2,652
+143
+6% +$11K 0.01% 664
2021
Q4 		$202K Sell
2,509
-646
-20% -$49.4K 0.01% 683
2021
Q3 		$226K Sell
3,155
-244
-7% -$18.6K 0.01% 642
2021
Q2 		$254K Buy
3,399
+161
+5% +$11.8K 0.01% 529
2021
Q1 		$224K Buy
+3,238
New +$217K 0.01% 529
2020
Q3 		– Sell
-3,110
Closed -$202K – 454
2020
Q2 		$202K Sell
3,110
-373
-11% -$23.2K 0.01% 380
2020
Q1 		$213K Sell
3,483
-2,092
-38% -$159K 0.02% 387
2019
Q4 		$438K Sell
5,575
-434
-7% -$36.4K 0.04% 299
2019
Q3 		$501K Sell
6,009
-620
-9% -$52.8K 0.04% 309
2019
Q2 		$541K Sell
6,629
-853
-11% -$67.6K 0.05% 255
2019
Q1 		$574K Sell
7,482
-513
-6% -$37K 0.04% 246
2018
Q4 		$587K Buy
+7,995
New +$520K 0.08% 193

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TownSquare Capital's WPC Position: Q4 2025 in Review

TownSquare Capital sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 3,420 shares — an estimated $231K sold.

TownSquare Capital first reported a position in WPC in Q4 2018 and held it in 26 quarters. The position peaked at $1.86M in Q4 2022. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • TownSquare Capital reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
  • TownSquare Capital sold 3,420 W.P. Carey shares in Q4 2025, an estimated $231K.
  • TownSquare Capital first reported a position in W.P. Carey in Q4 2018 and held it in 26 quarters.
  • TownSquare Capital's W.P. Carey position peaked at $1.86M in Q4 2022.
  • 858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on TownSquare Capital's 13F filing for Q4 2025, filed 11 Feb 2026.