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	-715	Closed	-$37.9K	–	9947
2023 Q3	$37.9K	Hold	715	–	–	﹤0.01%	6469
2023 Q2	$47.3K	Hold	715	–	–	﹤0.01%	6504
2023 Q1	$54.2K	Hold	715	–	–	﹤0.01%	6394
2022 Q4	$54.7K	Hold	715	–	–	﹤0.01%	6680
2022 Q3	$49K	Buy	+715	New	+$58.5K	﹤0.01%	6375
2022 Q1	–	Sell	-1,736	Closed	-$139K	–	10971
2021 Q4	$139K	Hold	1,736	–	–	﹤0.01%	5995
2021 Q3	$124K	Buy	1,736 +715	+70%	+$54.4K	﹤0.01%	5674
2021 Q2	$75K	Buy	+1,021	New	+$74.7K	﹤0.01%	6099
2021 Q1	–	Sell	-1,021	Closed	-$71K	–	9536
2020 Q4	$71K	Buy	1,021 +306	+43%	+$20.4K	﹤0.01%	5920
2020 Q3	$46K	Hold	715	–	–	﹤0.01%	5717
2020 Q2	$47K	Buy	+715	New	+$44.4K	﹤0.01%	5909
2019 Q4	–	Sell	-306	Closed	-$27K	–	8448
2019 Q3	$27K	Buy	+306	New	+$26.1K	﹤0.01%	6554
2018 Q1	–	Sell	-511	Closed	-$34K	–	8211
2017 Q4	$34K	Buy	+511	New	+$35K	﹤0.01%	6146
2016 Q4	–	Sell	-306	Closed	-$19K	–	8073
2016 Q3	$19K	Buy	+306	New	+$20.4K	﹤0.01%	6342
2015 Q1	–	Sell	-919	Closed	-$63K	–	9447
2014 Q4	$63K	Buy	+919	New	+$60.7K	﹤0.01%	6209

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

UBS Group's WPC Position: Q1 2026 in Review

UBS Group increased its W.P. Carey (WPC) stake by 19% in Q1 2026, buying an estimated $18.7M and bringing the position to 1,665,257 shares worth $113M. The position accounts for 0.02% of the portfolio, ranked #959.

UBS Group first reported a position in WPC in Q4 2014 and has held it in 46 quarters since. The position peaked at $144M in Q4 2014. 867 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

UBS Group held 1,665,257 shares of W.P. Carey worth $113M as of Q1 2026.
UBS Group bought 266,825 W.P. Carey shares in Q1 2026, an estimated $18.7M.
W.P. Carey made up 0.02% of UBS Group's portfolio in Q1 2026, its #959 holding.
UBS Group first reported a position in W.P. Carey in Q4 2014 and has held it in 46 quarters since.
UBS Group's W.P. Carey position peaked at $144M in Q4 2014.
867 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.