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 Q3	$512K	Sell	7,919 -18,189	-70%	-$1.29M	0.37%	50
2026 Q2	$1.87M	Sell	26,108 -486	-2%	-$35.6K	1.45%	17
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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

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

TT Capital Management reduced its W.P. Carey (WPC) stake by 70% in Q3 2026, selling an estimated $1.29M and leaving 7,919 shares worth $512K. The position accounts for 0.37% of the portfolio, ranked #50.

TT Capital Management first reported a position in WPC in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.19M in Q3 2025. 321 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

TT Capital Management held 7,919 shares of W.P. Carey worth $512K as of Q3 2026.
TT Capital Management sold 18,189 W.P. Carey shares in Q3 2026, an estimated $1.29M.
W.P. Carey made up 0.37% of TT Capital Management's portfolio in Q3 2026, its #50 holding.
TT Capital Management first reported a position in W.P. Carey in Q4 2024 and has held it in 8 quarters since.
TT Capital Management's W.P. Carey position peaked at $4.19M in Q3 2025.
321 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on TT Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.