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Westwood Holdings Group’s W.P. Carey WPC Stock Holding History

Westwood Holdings Group’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 		$7.48M Buy
104,644
+3,668
+4% +$269K 0.06% 263
2026
Q1 		$6.86M Buy
100,976
+30,250
+43% +$2.12M 0.05% 263
2025
Q4 		$4.55M Buy
+70,726
New +$4.71M 0.04% 286
2025
Q3 		– Sell
-70,176
Closed -$4.38M – 517
2025
Q2 		$4.38M Buy
+70,176
New +$4.32M 0.03% 278
2023
Q4 		– Sell
-112,310
Closed -$5.95M – 484
2023
Q3 		$5.95M Buy
112,310
+56,155
+100% +$3.6M 0.06% 232
2023
Q2 		$3.72M Buy
+56,155
New +$3.9M 0.03% 270

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

Westwood Holdings Group's WPC Position: Q2 2026 in Review

Westwood Holdings Group increased its W.P. Carey (WPC) stake by 3.6% in Q2 2026, buying an estimated $269K and bringing the position to 104,644 shares worth $7.48M. The position accounts for 0.06% of the portfolio, ranked #263.

Westwood Holdings Group first reported a position in WPC in Q2 2023 and has held it in 6 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Westwood Holdings Group held 104,644 shares of W.P. Carey worth $7.48M as of Q2 2026.
  • Westwood Holdings Group bought 3,668 W.P. Carey shares in Q2 2026, an estimated $269K.
  • W.P. Carey made up 0.06% of Westwood Holdings Group's portfolio in Q2 2026, its #263 holding.
  • Westwood Holdings Group first reported a position in W.P. Carey in Q2 2023 and has held it in 6 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.