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Vista Investment Management’s W.P. Carey WPC Stock Holding History

Vista Investment 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
Q2 		$915K Sell
12,792
-343
-3% -$25.1K 0.27% 97
2026
Q1 		$893K Sell
13,135
-66
-0.5% -$4.63K 0.3% 94
2025
Q4 		$850K Sell
13,201
-500
-4% -$33.3K 0.28% 92
2025
Q3 		$926K Sell
13,701
-2
-0% -$131 0.32% 90
2025
Q2 		$855K Sell
13,703
-83
-0.6% -$5.11K 0.32% 91
2025
Q1 		$870K Sell
13,786
-1,258
-8% -$74.5K 0.34% 87
2024
Q4 		$820K Buy
15,044
+158
+1% +$9K 0.31% 93
2024
Q3 		$927K Buy
14,886
+482
+3% +$28.6K 0.35% 85
2024
Q2 		$793K Buy
14,404
+730
+5% +$41.1K 0.32% 89
2024
Q1 		$772K Buy
13,674
+226
+2% +$13.5K 0.31% 91
2023
Q4 		$872K Sell
13,448
-159
-1% -$9.16K 0.4% 76
2023
Q3 		$721K Sell
13,607
-380
-3% -$24.3K 0.38% 89
2023
Q2 		$926K Buy
13,987
+1,769
+14% +$123K 0.47% 74
2023
Q1 		$927K Sell
12,218
-672
-5% -$53.5K 0.49% 69
2022
Q4 		$987K Buy
12,890
+823
+7% +$61.8K 0.56% 61
2022
Q3 		$825K Buy
12,067
+29
+0.2% +$2.37K 0.51% 65
2022
Q2 		$977K Sell
12,038
-131
-1% -$10.6K 0.59% 56
2022
Q1 		$964K Buy
12,169
+8
+0.1% +$614 0.53% 64
2021
Q4 		$977K Sell
12,161
-59
-0.5% -$4.52K 0.53% 65
2021
Q3 		$874K Buy
12,220
+1,174
+11% +$89.4K 0.51% 66
2021
Q2 		$807K Buy
11,046
+276
+3% +$20.2K 0.48% 67
2021
Q1 		$746K Buy
10,770
+1,118
+12% +$74.9K 0.46% 72
2020
Q4 		$667K Sell
9,652
-974
-9% -$65.1K 0.45% 75
2020
Q3 		$678K Buy
10,626
+1,220
+13% +$82.2K 0.52% 66
2020
Q2 		$623K Buy
9,406
+5,501
+141% +$342K 0.53% 65
2020
Q1 		$222K Buy
+3,905
New +$296K 0.23% 116

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vista Investment Management's WPC Position: Q2 2026 in Review

Vista Investment Management reduced its W.P. Carey (WPC) stake by 2.6% in Q2 2026, selling an estimated $25.1K and leaving 12,792 shares worth $915K. The position accounts for 0.27% of the portfolio, ranked #97.

Vista Investment Management first reported a position in WPC in Q1 2020 and has held it in 26 quarters since. The position peaked at $987K in Q4 2022. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Vista Investment Management held 12,792 shares of W.P. Carey worth $915K as of Q2 2026.
  • Vista Investment Management sold 343 W.P. Carey shares in Q2 2026, an estimated $25.1K.
  • W.P. Carey made up 0.27% of Vista Investment Management's portfolio in Q2 2026, its #97 holding.
  • Vista Investment Management first reported a position in W.P. Carey in Q1 2020 and has held it in 26 quarters since.
  • Vista Investment Management's W.P. Carey position peaked at $987K in Q4 2022.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.