Universal-Beteiligungs- und Servicegesellschaft’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$24M Buy
335,248
+190,929
+132% +$14M 0.04% 371
2026
Q1
$9.81M Buy
144,319
+13,368
+10% +$938K 0.02% 609
2025
Q4
$8.48M Sell
130,951
-9,259
-7% -$617K 0.01% 670
2025
Q3
$9.47M Sell
140,210
-21,997
-14% -$1.44M 0.02% 618
2025
Q2
$10.1M Buy
162,207
+18,888
+13% +$1.16M 0.02% 574
2025
Q1
$9.04M Buy
+143,319
New +$8.48M 0.02% 597

Other funds holding WPC

Universal-Beteiligungs- und Servicegesellschaft's WPC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its W.P. Carey (WPC) stake by 132% in Q2 2026, buying an estimated $14M and bringing the position to 335,248 shares worth $24M. The position accounts for 0.04% of the portfolio, ranked #371.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 335,248 shares of W.P. Carey worth $24M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 190,929 W.P. Carey shares in Q2 2026, an estimated $14M.
  • W.P. Carey made up 0.04% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #371 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.