SEC 13F Intelligence

Summit Global Investments / WPC

Summit Global Investments’s Wp Carey Inc Position

Does Summit Global Investments own Wp Carey Inc (WPC)? Not currently — the last reported position was 163.7K shares worth $10M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q1 2020
Shares
163.7K
% of Portfolio
+1.39%
Quarters Held
5
position exited

Position History WPC

Reported value by quarter
Q1 ’19: $6MQ1 ’19Q2 ’19: $4MQ2 ’19Q3 ’19: $5MQ3 ’19Q4 ’19: $4MQ4 ’19Q1 ’20: $10MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020163.7K$10M+1.39%
Q4 201953.3K$4M+0.46%
Q3 201953.6K$5M+0.56%
Q2 201951.5K$4M+0.53%
Q1 201982.7K$6M+0.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Global Investments’s full portfolio or all institutional holders of WPC.