Vestmark Advisory Solutions’s W.P. Carey WPC Stock Holding History

Vestmark Advisory Solutions’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	–	Sell	-3,272	Closed	-$211K	–	1429
2025 Q4	$211K	Buy	+3,272	New	+$218K	﹤0.01%	1198
2023 Q3	–	Sell	-10,715	Closed	-$709K	–	880
2023 Q2	$709K	Buy	10,715 +272	+3%	+$18.9K	0.03%	522
2023 Q1	$792K	Sell	10,443 -118	-1%	-$9.4K	0.03%	488
2022 Q4	$808K	Sell	10,561 -29	-0.3%	-$2.18K	0.04%	470
2022 Q3	$724K	Sell	10,590 -222	-2%	-$18.2K	0.04%	461
2022 Q2	$877K	Buy	10,812 +421	+4%	+$34K	0.05%	401
2022 Q1	$823K	Buy	10,391 +1,211	+13%	+$92.9K	0.05%	407
2021 Q4	$738K	Buy	9,180 +2,140	+30%	+$164K	0.04%	436
2021 Q3	$504K	Buy	7,040 +1,003	+17%	+$76.3K	0.03%	487
2021 Q2	$441K	Buy	6,037 +1,188	+24%	+$87K	0.03%	513
2021 Q1	$336K	Buy	4,849 +111	+2%	+$7.44K	0.03%	564
2020 Q4	$328K	Buy	4,738 +731	+18%	+$48.8K	0.04%	451
2020 Q3	$256K	Buy	4,007 +128	+3%	+$8.63K	0.03%	467
2020 Q2	$257K	Buy	+3,879	New	+$241K	0.04%	448
2019 Q4	–	Sell	-3,209	Closed	-$281K	–	525
2019 Q3	$281K	Buy	+3,209	New	+$273K	0.05%	434

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vestmark Advisory Solutions's WPC Position: Q1 2026 in Review

Vestmark Advisory Solutions sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 3,272 shares — an estimated $211K sold.

Vestmark Advisory Solutions first reported a position in WPC in Q3 2019 and held it in 15 quarters. The position peaked at $877K in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Vestmark Advisory Solutions reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Vestmark Advisory Solutions sold 3,272 W.P. Carey shares in Q1 2026, an estimated $211K.
Vestmark Advisory Solutions first reported a position in W.P. Carey in Q3 2019 and held it in 15 quarters.
Vestmark Advisory Solutions's W.P. Carey position peaked at $877K in Q2 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.