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Vanderbilt University’s W.P. Carey WPC Stock Holding History

Vanderbilt University’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 		$1.02M Buy
14,968
+162
+1% +$11.4K 0.19% 48
2025
Q4 		$953K Sell
14,806
-270
-2% -$18K 0.16% 49
2025
Q3 		$1.02M Buy
+15,076
New +$987K 0.17% 52
2021
Q4 		– Sell
-4,867
Closed -$348K – 48
2021
Q3 		$348K Buy
+4,867
New +$370K 0.08% 28

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

Vanderbilt University's WPC Position: Q1 2026 in Review

Vanderbilt University increased its W.P. Carey (WPC) stake by 1.1% in Q1 2026, buying an estimated $11.4K and bringing the position to 14,968 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #48.

Vanderbilt University first reported a position in WPC in Q3 2021 and has held it in 4 quarters since. The position peaked at $1.02M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Vanderbilt University held 14,968 shares of W.P. Carey worth $1.02M as of Q1 2026.
  • Vanderbilt University bought 162 W.P. Carey shares in Q1 2026, an estimated $11.4K.
  • W.P. Carey made up 0.19% of Vanderbilt University's portfolio in Q1 2026, its #48 holding.
  • Vanderbilt University first reported a position in W.P. Carey in Q3 2021 and has held it in 4 quarters since.
  • Vanderbilt University's W.P. Carey position peaked at $1.02M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Vanderbilt University's 13F filing for Q1 2026, filed 20 Apr 2026.