UBS Group
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UBS Group’s W.P. Carey WPC Stock Holding History

UBS Group’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
2023
Q4 		– Sell
-51,050
Closed -$2.7M – 9946
2023
Q3 		$2.7M Hold
51,050
– – ﹤0.01% 3153
2023
Q2 		$3.38M Hold
51,050
– – ﹤0.01% 2983
2023
Q1 		$3.87M Buy
+51,050
New +$4.07M ﹤0.01% 2771
2015
Q3 		– Sell
-511
Closed -$29K – 8659
2015
Q2 		$29K Hold
511
– – ﹤0.01% 6516
2015
Q1 		$34K Buy
+511
New +$35.1K ﹤0.01% 6428

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

UBS Group's WPC Position: Q2 2026 in Review

UBS Group increased its W.P. Carey (WPC) stake by 21% in Q2 2026, buying an estimated $26M and bringing the position to 2,019,951 shares worth $144M. The position accounts for 0.02% of the portfolio, ranked #879.

UBS Group first reported a position in WPC in Q4 2014 and has held it in 47 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • UBS Group held 2,019,951 shares of W.P. Carey worth $144M as of Q2 2026.
  • UBS Group bought 354,694 W.P. Carey shares in Q2 2026, an estimated $26M.
  • W.P. Carey made up 0.02% of UBS Group's portfolio in Q2 2026, its #879 holding.
  • UBS Group first reported a position in W.P. Carey in Q4 2014 and has held it in 47 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.