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World Investment Advisors’s W.P. Carey WPC Stock Holding History

World Investment Advisors’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 		$798K Sell
11,545
-853
-7% -$62.5K 0.01% 786
2026
Q1 		$843K Sell
12,398
-71
-0.6% -$4.98K 0.01% 775
2025
Q4 		$802K Buy
12,469
+4,314
+53% +$287K 0.01% 762
2025
Q3 		$551K Buy
8,155
+1,252
+18% +$82K 0.01% 742
2025
Q2 		$431K Sell
6,903
-6
-0.1% -$369 0.01% 788
2025
Q1 		$436K Buy
6,909
+284
+4% +$16.8K 0.01% 732
2024
Q4 		$361K Buy
+6,625
New +$377K 0.01% 754

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

World Investment Advisors's WPC Position: Q2 2026 in Review

World Investment Advisors reduced its W.P. Carey (WPC) stake by 6.9% in Q2 2026, selling an estimated $62.5K and leaving 11,545 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #786.

World Investment Advisors first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $843K in Q1 2026. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • World Investment Advisors held 11,545 shares of W.P. Carey worth $798K as of Q2 2026.
  • World Investment Advisors sold 853 W.P. Carey shares in Q2 2026, an estimated $62.5K.
  • W.P. Carey made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #786 holding.
  • World Investment Advisors first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • World Investment Advisors's W.P. Carey position peaked at $843K in Q1 2026.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.