Verity Asset Management
WPC icon

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
Q3 		$319K Hold
4,938
– – 0.12% 168
2026
Q2 		$353K Buy
4,938
+338
+7% +$24.8K 0.13% 167
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Verity Asset Management's WPC Position: Q3 2026 in Review

Verity Asset Management held its W.P. Carey (WPC) position steady in Q3 2026 at 4,938 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #168.

Verity Asset Management first reported a position in WPC in Q4 2025 and has held it in 4 quarters since. The position peaked at $353K in Q2 2026. 521 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Verity Asset Management held 4,938 shares of W.P. Carey worth $319K as of Q3 2026.
  • Verity Asset Management left its W.P. Carey share count unchanged in Q3 2026.
  • W.P. Carey made up 0.12% of Verity Asset Management's portfolio in Q3 2026, its #168 holding.
  • Verity Asset Management first reported a position in W.P. Carey in Q4 2025 and has held it in 4 quarters since.
  • Verity Asset Management's W.P. Carey position peaked at $353K in Q2 2026.
  • 521 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Verity Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.