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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
Q2 		$16K Hold
224
– – ﹤0.01% 995
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 $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 $3.37T AUM 44.26% 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

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

Westside Investment Management held its W.P. Carey (WPC) position steady in Q2 2026 at 224 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Westside Investment Management first reported a position in WPC in Q4 2017 and has held it in 6 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Westside Investment Management held 224 shares of W.P. Carey worth $16K as of Q2 2026.
  • Westside Investment Management left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #995 holding.
  • Westside Investment Management first reported a position in W.P. Carey in Q4 2017 and has held it in 6 quarters since.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.