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Uniplan Investment Counsel’s W.P. Carey WPC Stock Holding History

Uniplan Investment Counsel’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
Q2 		$7.7M Sell
107,753
-5,036
-4% -$369K 0.72% 42
2026
Q1 		$7.67M Buy
112,789
+44,171
+64% +$3.1M 0.79% 34
2025
Q4 		$4.42M Buy
68,618
+22,037
+47% +$1.47M 0.44% 64
2025
Q3 		$3.15M Buy
+46,581
New +$3.05M 0.31% 83

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

Uniplan Investment Counsel's WPC Position: Q2 2026 in Review

Uniplan Investment Counsel reduced its W.P. Carey (WPC) stake by 4.5% in Q2 2026, selling an estimated $369K and leaving 107,753 shares worth $7.7M. The position accounts for 0.72% of the portfolio, ranked #42.

Uniplan Investment Counsel first reported a position in WPC in Q3 2025 and has held it in 4 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Uniplan Investment Counsel held 107,753 shares of W.P. Carey worth $7.7M as of Q2 2026.
  • Uniplan Investment Counsel sold 5,036 W.P. Carey shares in Q2 2026, an estimated $369K.
  • W.P. Carey made up 0.72% of Uniplan Investment Counsel's portfolio in Q2 2026, its #42 holding.
  • Uniplan Investment Counsel first reported a position in W.P. Carey in Q3 2025 and has held it in 4 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Uniplan Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.