URS
WPC icon

Utah Retirement Systems’s W.P. Carey WPC Stock Holding History

Utah Retirement Systems’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
Q1 		$2.39M Sell
35,184
-519
-1% -$36.4K 0.02% 518
2025
Q4 		$2.3M Hold
35,703
– – 0.02% 531
2025
Q3 		$2.41M Hold
35,703
– – 0.02% 517
2025
Q2 		$2.23M Sell
35,703
-173
-0.5% -$10.7K 0.02% 531
2025
Q1 		$2.26M Hold
35,876
– – 0.03% 512
2024
Q4 		$1.95M Hold
35,876
– – 0.02% 564
2024
Q3 		$2.24M Buy
35,876
+200
+0.6% +$11.9K 0.03% 539
2024
Q2 		$1.96M Sell
35,676
-1,200
-3% -$67.6K 0.02% 548
2024
Q1 		$2.08M Buy
36,876
+200
+0.5% +$12K 0.02% 549
2023
Q4 		$2.38M Sell
36,676
-566
-2% -$32.6K 0.03% 497
2023
Q3 		$1.97M Buy
37,242
+204
+0.6% +$13.1K 0.03% 522
2023
Q2 		$2.45M Sell
37,038
-612
-2% -$42.5K 0.03% 474
2023
Q1 		$2.86M Buy
37,650
+306
+0.8% +$24.4K 0.04% 422
2022
Q4 		$2.86M Buy
37,344
+2,348
+7% +$176K 0.05% 390
2022
Q3 		$2.39M Buy
34,996
+613
+2% +$50.2K 0.04% 419
2022
Q2 		$2.79M Hold
34,383
– – 0.04% 393
2022
Q1 		$2.72M Buy
34,383
+408
+1% +$31.3K 0.04% 459
2021
Q4 		$2.73M Buy
33,975
+204
+0.6% +$15.6K 0.03% 480
2021
Q3 		$2.42M Sell
33,771
-408
-1% -$31.1K 0.03% 500
2021
Q2 		$2.5M Buy
34,179
+102
+0.3% +$7.47K 0.03% 510
2021
Q1 		$2.36M Sell
34,077
-1,531
-4% -$103K 0.03% 510
2020
Q4 		$2.46M Sell
35,608
-4,378
-11% -$292K 0.03% 478
2020
Q3 		$2.55M Buy
39,986
+408
+1% +$27.5K 0.04% 399
2020
Q2 		$2.62M Hold
39,578
– – 0.05% 361
2020
Q1 		$2.25M Buy
39,578
+204
+0.5% +$15.5K 0.05% 352
2019
Q4 		$3.09M Buy
39,374
+409
+1% +$34.3K 0.05% 343
2019
Q3 		$3.42M Buy
38,965
+306
+0.8% +$26.1K 0.07% 300
2019
Q2 		$3.07M Buy
38,659
+1,080
+3% +$85.5K 0.06% 326
2019
Q1 		$2.88M Buy
37,579
+8,458
+29% +$609K 0.06% 334
2018
Q4 		$1.86M Buy
29,121
+2,655
+10% +$173K 0.04% 425
2018
Q3 		$1.67M Buy
26,466
+510
+2% +$32.8K 0.03% 530
2018
Q2 		$1.69M Buy
25,956
+409
+2% +$25.9K 0.03% 510
2018
Q1 		$1.55M Buy
25,547
+306
+1% +$18.8K 0.03% 534
2017
Q4 		$1.7M Buy
25,241
+1,021
+4% +$69.9K 0.04% 493
2017
Q3 		$1.6M Buy
24,220
+102
+0.4% +$6.79K 0.04% 490
2017
Q2 		$1.56M Buy
24,118
+615
+3% +$38.9K 0.04% 494
2017
Q1 		$1.43M Buy
23,503
+510
+2% +$30.9K 0.03% 516
2016
Q4 		$1.33M Buy
22,993
+306
+1% +$17.9K 0.03% 530
2016
Q3 		$1.43M Buy
22,687
+307
+1% +$20.5K 0.04% 485
2016
Q2 		$1.52M Buy
22,380
+102
+0.5% +$6.4K 0.04% 455
2016
Q1 		$1.36M Buy
22,278
+306
+1% +$17.4K 0.04% 499
2015
Q4 		$1.27M Buy
21,972
+102
+0.5% +$6.12K 0.03% 520
2015
Q3 		$1.24M Buy
21,870
+306
+1% +$17.8K 0.04% 522
2015
Q2 		$1.25M Buy
21,564
+919
+4% +$57.5K 0.03% 565
2015
Q1 		$1.37M Buy
20,645
+3,084
+18% +$212K 0.04% 526
2014
Q4 		$1.21M Hold
17,561
– – 0.03% 548
2014
Q3 		$1.1M Hold
17,561
– – 0.03% 557
2014
Q2 		$1.11M Buy
17,561
+7,045
+67% +$430K 0.03% 567
2014
Q1 		$619K Hold
10,516
– – 0.02% 809
2013
Q4 		$631K Hold
10,516
– – 0.02% 794
2013
Q3 		$666K Sell
10,516
-102
-1% -$6.71K 0.02% 742
2013
Q2 		$688K Buy
+10,618
New +$721K 0.02% 693

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Utah Retirement Systems's WPC Position: Q1 2026 in Review

Utah Retirement Systems reduced its W.P. Carey (WPC) stake by 1.5% in Q1 2026, selling an estimated $36.4K and leaving 35,184 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #518.

Utah Retirement Systems first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.42M in Q3 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Utah Retirement Systems held 35,184 shares of W.P. Carey worth $2.39M as of Q1 2026.
  • Utah Retirement Systems sold 519 W.P. Carey shares in Q1 2026, an estimated $36.4K.
  • W.P. Carey made up 0.02% of Utah Retirement Systems's portfolio in Q1 2026, its #518 holding.
  • Utah Retirement Systems first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
  • Utah Retirement Systems's W.P. Carey position peaked at $3.42M in Q3 2019.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.