Winton Group’s W.P. Carey WPC Stock Holding History

Winton 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	$615K	Buy	+8,600	New	+$630K	0.02%	640
2021 Q4	–	Sell	-14,032	Closed	-$1M	–	1435
2021 Q3	$1M	Sell	14,032 -508	-3%	-$38.7K	0.06%	503
2021 Q2	$1.06M	Buy	14,540 +859	+6%	+$62.9K	0.06%	495
2021 Q1	$948K	Buy	+13,681	New	+$917K	0.05%	502
2020 Q2	–	Sell	-16,463	Closed	-$936K	–	1604
2020 Q1	$936K	Sell	16,463 -31,278	-66%	-$2.37M	0.02%	825
2019 Q4	$3.74M	Sell	47,741 -426	-0.9%	-$35.7K	0.05%	578
2019 Q3	$4.22M	Buy	48,167 +43,911	+1,032%	+$3.74M	0.05%	363
2019 Q2	$338K	Sell	4,256 -5,099	-55%	-$404K	0.01%	845
2019 Q1	$718K	Buy	9,355 +5,269	+129%	+$380K	0.01%	446
2018 Q4	$261K	Buy	+4,086	New	+$266K	0.01%	712
2018 Q3	–	Sell	-8,299	Closed	-$539K	–	1157
2018 Q2	$539K	Sell	8,299 -6,090	-42%	-$386K	0.01%	621
2018 Q1	$874K	Buy	+14,389	New	+$886K	0.02%	557

Other funds holding WPC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Winton Group's WPC Position: Q2 2026 in Review

Winton Group opened a new position in W.P. Carey (WPC) in Q2 2026: 8,600 shares worth $615K. The stake represents 0.02% of the portfolio and ranks #640 among its holdings. This is a return to the name: Winton Group previously reported a position in WPC as recently as Q3 2021.

Winton Group first reported a position in WPC in Q1 2018 and has held it in 12 quarters since. The position peaked at $4.22M in Q3 2019. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Winton Group held 8,600 shares of W.P. Carey worth $615K as of Q2 2026.
W.P. Carey was a new Winton Group position in Q2 2026.
W.P. Carey made up 0.02% of Winton Group's portfolio in Q2 2026, its #640 holding.
Winton Group first reported a position in W.P. Carey in Q1 2018 and has held it in 12 quarters since.
Winton Group's W.P. Carey position peaked at $4.22M in Q3 2019.
905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.