Triumph Capital Management’s W.P. Carey WPC Stock Holding History

Triumph Capital 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	$114K	Buy	1,760 +385	+28%	+$27.3K	0.02%	474
2026 Q2	$98.3K	Hold	1,375	–	–	0.02%	493
2026 Q1	$94.7K	Hold	1,375	–	–	0.02%	467
2025 Q4	$88.5K	Buy	+1,375	New	+$91.6K	0.02%	466
2023 Q4	–	Sell	-9,234	Closed	-$499K	–	259
2023 Q3	$499K	Buy	9,234 +814	+10%	+$52.1K	0.23%	103
2023 Q2	$566K	Buy	+8,420	New	+$585K	0.26%	83
2023 Q1	–	Sell	-7,404	Closed	-$567K	–	237
2022 Q4	$567K	Buy	+7,404	New	+$556K	0.3%	77

Other funds holding WPC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Triumph Capital Management's WPC Position: Q3 2026 in Review

Triumph Capital Management increased its W.P. Carey (WPC) stake by 28% in Q3 2026, buying an estimated $27.3K and bringing the position to 1,760 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #474.

Triumph Capital Management first reported a position in WPC in Q4 2022 and has held it in 7 quarters since. The position peaked at $567K in Q4 2022. 456 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Triumph Capital Management held 1,760 shares of W.P. Carey worth $114K as of Q3 2026.
Triumph Capital Management bought 385 W.P. Carey shares in Q3 2026, an estimated $27.3K.
W.P. Carey made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #474 holding.
Triumph Capital Management first reported a position in W.P. Carey in Q4 2022 and has held it in 7 quarters since.
Triumph Capital Management's W.P. Carey position peaked at $567K in Q4 2022.
456 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.