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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Westwood Holdings Group's WPC Position: Q1 2026 in Review

Westwood Holdings Group increased its W.P. Carey (WPC) stake by 43% in Q1 2026, buying an estimated $2.12M and bringing the position to 100,976 shares worth $6.86M. The position accounts for 0.05% of the portfolio, ranked #263.

Westwood Holdings Group first reported a position in WPC in Q2 2023 and has held it in 5 quarters since. 867 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Westwood Holdings Group held 100,976 shares of W.P. Carey worth $6.86M as of Q1 2026.
Westwood Holdings Group bought 30,250 W.P. Carey shares in Q1 2026, an estimated $2.12M.
W.P. Carey made up 0.05% of Westwood Holdings Group's portfolio in Q1 2026, its #263 holding.
Westwood Holdings Group first reported a position in W.P. Carey in Q2 2023 and has held it in 5 quarters since.
867 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.