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Verity Asset Management’s W.P. Carey WPC Stock Holding History

Verity Asset 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 		$313K Buy
4,600
+1,074
+30% +$75.3K 0.13% 178
2025
Q4 		$227K Buy
+3,526
New +$235K 0.1% 214

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

Verity Asset Management's WPC Position: Q1 2026 in Review

Verity Asset Management increased its W.P. Carey (WPC) stake by 30% in Q1 2026, buying an estimated $75.3K and bringing the position to 4,600 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #178.

Verity Asset Management first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Verity Asset Management held 4,600 shares of W.P. Carey worth $313K as of Q1 2026.
  • Verity Asset Management bought 1,074 W.P. Carey shares in Q1 2026, an estimated $75.3K.
  • W.P. Carey made up 0.13% of Verity Asset Management's portfolio in Q1 2026, its #178 holding.
  • Verity Asset Management first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.