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

TT 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
Q1 		$1.81M Sell
26,594
-21,620
-45% -$1.52M 1.49% 18
2025
Q4 		$3.1M Sell
48,214
-13,778
-22% -$917K 2.47% 9
2025
Q3 		$4.19M Sell
61,992
-4,401
-7% -$288K 3.2% 7
2025
Q2 		$4.14M Buy
66,393
+11,919
+22% +$734K 3.36% 7
2025
Q1 		$3.44M Sell
54,474
-1,850
-3% -$110K 2.89% 9
2024
Q4 		$3.11M Buy
+56,324
New +$3.21M 2.48% 7

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TT Capital Management's WPC Position: Q1 2026 in Review

TT Capital Management reduced its W.P. Carey (WPC) stake by 45% in Q1 2026, selling an estimated $1.52M and leaving 26,594 shares worth $1.81M. The position accounts for 1.49% of the portfolio, ranked #18.

TT Capital Management first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.19M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • TT Capital Management held 26,594 shares of W.P. Carey worth $1.81M as of Q1 2026.
  • TT Capital Management sold 21,620 W.P. Carey shares in Q1 2026, an estimated $1.52M.
  • W.P. Carey made up 1.49% of TT Capital Management's portfolio in Q1 2026, its #18 holding.
  • TT Capital Management first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • TT Capital Management's W.P. Carey position peaked at $4.19M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on TT Capital Management's 13F filing for Q1 2026, filed 12 May 2026.