WIM
WPC icon

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

Westside 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
Q1 		$15.7K Hold
224
– – ﹤0.01% 980
2025
Q4 		$14.5K Hold
224
– – ﹤0.01% 982
2025
Q3 		$15.3K Buy
224
+112
+100% +$7.33K ﹤0.01% 980
2025
Q2 		$7.05K Buy
+112
New +$6.9K ﹤0.01% 1069
2018
Q1 		– Sell
-61
Closed -$4.06K – 855
2017
Q4 		$4.06K Buy
+61
New +$4.17K ﹤0.01% 707

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

Westside Investment Management's WPC Position: Q1 2026 in Review

Westside Investment Management held its W.P. Carey (WPC) position steady in Q1 2026 at 224 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Westside Investment Management first reported a position in WPC in Q4 2017 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Westside Investment Management held 224 shares of W.P. Carey worth $15.7K as of Q1 2026.
  • Westside Investment Management left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #980 holding.
  • Westside Investment Management first reported a position in W.P. Carey in Q4 2017 and has held it in 5 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.