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Vanguard Personalized Indexing Management’s W.P. Carey WPC Stock Holding History

Vanguard Personalized Indexing 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
Q1 		$2.36M Sell
34,661
-476
-1% -$33.4K 0.02% 548
2025
Q4 		$2.26M Buy
35,137
+180
+0.5% +$12K 0.02% 556
2025
Q3 		$2.36M Buy
34,957
+234
+0.7% +$15.3K 0.02% 532
2025
Q2 		$2.17M Buy
34,723
+3,178
+10% +$196K 0.02% 543
2025
Q1 		$1.99M Buy
31,545
+3,163
+11% +$187K 0.03% 493
2024
Q4 		$1.55M Sell
28,382
-1,603
-5% -$91.3K 0.02% 566
2024
Q3 		$1.87M Buy
29,985
+74
+0.2% +$4.39K 0.03% 496
2024
Q2 		$1.65M Buy
29,911
+5,755
+24% +$324K 0.03% 473
2024
Q1 		$1.36M Buy
24,156
+583
+2% +$34.9K 0.03% 517
2023
Q4 		$1.53M Buy
23,573
+8,561
+57% +$493K 0.04% 442
2023
Q3 		$795K Buy
15,012
+5,130
+52% +$329K 0.02% 677
2023
Q2 		$654K Sell
9,882
-60
-0.6% -$4.17K 0.02% 775
2023
Q1 		$754K Buy
9,942
+407
+4% +$32.4K 0.03% 673
2022
Q4 		$730K Sell
9,535
-9,189
-49% -$690K 0.03% 646
2022
Q3 		$1.28M Buy
18,724
+1,566
+9% +$128K 0.06% 373
2022
Q2 		$1.39M Sell
17,158
-140
-0.8% -$11.3K 0.06% 312
2022
Q1 		$1.37M Sell
17,298
-4,084
-19% -$313K 0.07% 308
2021
Q4 		$1.72M Buy
21,382
+13,867
+185% +$1.06M 0.1% 201
2021
Q3 		$538K Sell
7,515
-915
-11% -$69.7K 0.05% 472
2021
Q2 		$616K Buy
+8,430
New +$617K 0.06% 389

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

Vanguard Personalized Indexing Management's WPC Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its W.P. Carey (WPC) stake by 1.4% in Q1 2026, selling an estimated $33.4K and leaving 34,661 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #548.

Vanguard Personalized Indexing Management first reported a position in WPC in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.36M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Vanguard Personalized Indexing Management held 34,661 shares of W.P. Carey worth $2.36M as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 476 W.P. Carey shares in Q1 2026, an estimated $33.4K.
  • W.P. Carey made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #548 holding.
  • Vanguard Personalized Indexing Management first reported a position in W.P. Carey in Q2 2021 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's W.P. Carey position peaked at $2.36M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.