Woodline Partners’s W.P. Carey WPC Stock Holding History

Woodline Partners’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	$583K	Buy	8,578 +4,543	+113%	+$319K	﹤0.01%	942
2025 Q4	$260K	Buy	+4,035	New	+$269K	﹤0.01%	971

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 $298B AUM 21.96% 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

Woodline Partners's WPC Position: Q1 2026 in Review

Woodline Partners increased its W.P. Carey (WPC) stake by 113% in Q1 2026, buying an estimated $319K and bringing the position to 8,578 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Woodline Partners first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Woodline Partners held 8,578 shares of W.P. Carey worth $583K as of Q1 2026.
Woodline Partners bought 4,543 W.P. Carey shares in Q1 2026, an estimated $319K.
W.P. Carey made up ﹤0.01% of Woodline Partners's portfolio in Q1 2026, its #942 holding.
Woodline Partners first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Woodline Partners's 13F filing for Q1 2026, filed 15 May 2026.