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Achmea Investment Management’s W.P. Carey WPC Stock Holding History

Achmea Investment 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 		$11.6M Sell
170,284
-2,918
-2% -$205K 0.31% 71
2025
Q4 		$11.1M Sell
173,202
-40,161
-19% -$2.67M 0.28% 69
2025
Q3 		$14.4M Hold
213,363
– – 0.18% 142
2025
Q2 		$13.3M Buy
213,363
+40,161
+23% +$2.47M 0.17% 150
2025
Q1 		$10.9M Buy
173,202
+16,540
+11% +$979K 0.16% 159
2024
Q4 		$8.54M Sell
156,662
-37,064
-19% -$2.11M 0.14% 170
2024
Q3 		$12.1M Buy
193,726
+182,107
+1,567% +$10.8M 0.2% 132
2024
Q2 		$640K Hold
11,619
– – 0.01% 381
2024
Q1 		$656K Hold
11,619
– – 0.01% 393
2023
Q4 		$753K Buy
11,619
+5,003
+76% +$288K 0.02% 419
2023
Q3 		$350K Sell
6,616
-420
-6% -$26.9K 0.01% 467
2023
Q2 		$466K Hold
7,036
– – 0.01% 496
2023
Q1 		$533K Hold
7,036
– – 0.02% 455
2022
Q4 		$505K Hold
7,036
– – 0.02% 487
2022
Q3 		$481K Hold
7,036
– – 0.02% 490
2022
Q2 		$571K Hold
7,036
– – 0.02% 474
2022
Q1 		$557K Buy
+7,036
New +$540K 0.01% 522
2021
Q4 		– Sell
-7,036
Closed -$503K – 637
2021
Q3 		$503K Buy
7,036
+420
+6% +$32K 0.02% 517
2021
Q2 		$484K Hold
6,616
– – 0.02% 497
2021
Q1 		$458K Hold
6,616
– – 0.02% 493
2020
Q4 		$458K Hold
6,616
– – 0.02% 466
2020
Q3 		$422K Sell
6,616
-11,982
-64% -$807K 0.02% 459
2020
Q2 		$1.23M Sell
18,598
-9,853
-35% -$612K 0.04% 218
2020
Q1 		$1.62M Buy
28,451
+10,488
+58% +$795K 0.07% 157
2019
Q4 		$1.41M Hold
17,963
– – 0.05% 306
2019
Q3 		$1.57M Hold
17,963
– – 0.06% 291
2019
Q2 		$1.43M Buy
17,963
+11,347
+172% +$899K 0.05% 328
2019
Q1 		$508K Buy
+6,616
New +$477K 0.02% 388

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Achmea Investment Management's WPC Position: Q1 2026 in Review

Achmea Investment Management reduced its W.P. Carey (WPC) stake by 1.7% in Q1 2026, selling an estimated $205K and leaving 170,284 shares worth $11.6M. The position accounts for 0.31% of the portfolio, ranked #71.

Achmea Investment Management first reported a position in WPC in Q1 2019 and has held it in 28 quarters since. The position peaked at $14.4M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Achmea Investment Management held 170,284 shares of W.P. Carey worth $11.6M as of Q1 2026.
  • Achmea Investment Management sold 2,918 W.P. Carey shares in Q1 2026, an estimated $205K.
  • W.P. Carey made up 0.31% of Achmea Investment Management's portfolio in Q1 2026, its #71 holding.
  • Achmea Investment Management first reported a position in W.P. Carey in Q1 2019 and has held it in 28 quarters since.
  • Achmea Investment Management's W.P. Carey position peaked at $14.4M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Achmea Investment Management's 13F filing for Q1 2026, filed 13 May 2026.