Acadian Asset Management’s W.P. Carey WPC Stock Holding History

Acadian Asset Management’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	$3.95M	Buy	+58,193	New	+$4.08M	0.01%	770
2025 Q2	–	Sell	-44,851	Closed	-$2.83M	–	1855
2025 Q1	$2.83M	Buy	44,851 +6,159	+16%	+$365K	0.01%	668
2024 Q4	$2.11M	Buy	+38,692	New	+$2.2M	0.01%	752
2022 Q2	–	Sell	-338	Closed	-$26K	–	1883
2022 Q1	$26K	Buy	+338	New	+$25.9K	﹤0.01%	1545
2021 Q2	–	Sell	-2,150	Closed	-$149K	–	2237
2021 Q1	$149K	Sell	2,150 -3,538	-62%	-$237K	﹤0.01%	1574
2020 Q4	$393K	Buy	5,688 +4,078	+253%	+$272K	﹤0.01%	1304
2020 Q3	$103K	Buy	1,610 +723	+82%	+$48.7K	﹤0.01%	1653
2020 Q2	$59K	Buy	+887	New	+$55.1K	﹤0.01%	1876
2019 Q2	–	Sell	-98	Closed	-$8K	–	2061
2019 Q1	$8K	Buy	+98	New	+$7.06K	﹤0.01%	1877

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

Acadian Asset Management's WPC Position: Q1 2026 in Review

Acadian Asset Management opened a new position in W.P. Carey (WPC) in Q1 2026: 58,193 shares worth $3.95M. The stake represents 0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: Acadian Asset Management previously reported a position in WPC as recently as Q1 2025.

Acadian Asset Management first reported a position in WPC in Q1 2019 and has held it in 9 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Acadian Asset Management held 58,193 shares of W.P. Carey worth $3.95M as of Q1 2026.
W.P. Carey was a new Acadian Asset Management position in Q1 2026.
W.P. Carey made up 0.01% of Acadian Asset Management's portfolio in Q1 2026, its #770 holding.
Acadian Asset Management first reported a position in W.P. Carey in Q1 2019 and has held it in 9 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Acadian Asset Management's 13F filing for Q1 2026, filed 13 May 2026.