True North Advisors’s W.P. Carey WPC Stock Holding History

True North Advisors’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	–	Sell	-5,528	Closed	-$356K	–	286
2025 Q4	$356K	Sell	5,528 -132	-2%	-$8.79K	0.05%	193
2025 Q3	$382K	Sell	5,660 -199	-3%	-$13K	0.06%	154
2025 Q2	$365K	Hold	5,859	–	–	0.07%	158
2025 Q1	$370K	Hold	5,859	–	–	0.07%	167
2024 Q4	$319K	Hold	5,859	–	–	0.08%	136
2024 Q3	$365K	Sell	5,859 -80	-1%	-$4.74K	0.1%	117
2024 Q2	$327K	Hold	5,939	–	–	0.09%	131
2024 Q1	$335K	Hold	5,939	–	–	0.09%	132
2023 Q4	$385K	Sell	5,939 -125	-2%	-$7.2K	0.1%	117
2023 Q3	$321K	Hold	6,064	–	–	0.1%	140
2023 Q2	$401K	Hold	6,064	–	–	0.11%	134
2023 Q1	$460K	Buy	+6,064	New	+$483K	0.14%	132

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

True North Advisors's WPC Position: Q1 2026 in Review

True North Advisors sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 5,528 shares — an estimated $356K sold.

True North Advisors first reported a position in WPC in Q1 2023 and held it in 12 quarters. The position peaked at $460K in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

True North Advisors reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
True North Advisors sold 5,528 W.P. Carey shares in Q1 2026, an estimated $356K.
True North Advisors first reported a position in W.P. Carey in Q1 2023 and held it in 12 quarters.
True North Advisors's W.P. Carey position peaked at $460K in Q1 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on True North Advisors's 13F filing for Q1 2026, filed 7 May 2026.