V-Square Quantitative Management
WPC icon

V-Square Quantitative Management’s W.P. Carey WPC Stock Holding History

V-Square Quantitative Management’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
Q3 		$44.8K Hold
693
– – ﹤0.01% 598
2026
Q2 		$49.6K Buy
693
+51
+8% +$3.74K ﹤0.01% 586
2026
Q1 		$43.6K Hold
642
– – ﹤0.01% 605
2025
Q4 		$41.3K Buy
+642
New +$42.8K ﹤0.01% 594
2025
Q3 		– Sell
-642
Closed -$40K – 596
2025
Q2 		$40K Buy
+642
New +$39.5K 0.01% 544

Other funds holding WPC

Robeco Institutional Asset Management
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

V-Square Quantitative Management's WPC Position: Q3 2026 in Review

V-Square Quantitative Management held its W.P. Carey (WPC) position steady in Q3 2026 at 693 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

V-Square Quantitative Management first reported a position in WPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $49.6K in Q2 2026. 162 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • V-Square Quantitative Management held 693 shares of W.P. Carey worth $44.8K as of Q3 2026.
  • V-Square Quantitative Management left its W.P. Carey share count unchanged in Q3 2026.
  • W.P. Carey made up ﹤0.01% of V-Square Quantitative Management's portfolio in Q3 2026, its #598 holding.
  • V-Square Quantitative Management first reported a position in W.P. Carey in Q2 2025 and has held it in 5 quarters since.
  • V-Square Quantitative Management's W.P. Carey position peaked at $49.6K in Q2 2026.
  • 162 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.