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AEW Capital Management’s W.P. Carey WPC Stock Holding History

AEW Capital 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
2025
Q3 		– Sell
-61,560
Closed -$3.84M – 49
2025
Q2 		$3.84M Sell
61,560
-78,080
-56% -$4.81M 0.2% 41
2025
Q1 		$8.81M Hold
139,640
– – 0.43% 37
2024
Q4 		$7.61M Hold
139,640
– – 0.37% 37
2024
Q3 		$8.7M Sell
139,640
-76,760
-35% -$4.55M 0.37% 41
2024
Q2 		$11.9M Hold
216,400
– – 0.58% 35
2024
Q1 		$12.2M Sell
216,400
-80,060
-27% -$4.79M 0.6% 36
2023
Q4 		$19.2M Buy
296,460
+139,369
+89% +$8.03M 0.7% 34
2023
Q3 		$8.32M Buy
157,091
+49,845
+46% +$3.19M 0.35% 39
2023
Q2 		$7.1M Sell
107,246
-3,818
-3% -$265K 0.27% 41
2023
Q1 		$8.43M Buy
111,064
+26,974
+32% +$2.15M 0.31% 44
2022
Q4 		$6.44M Buy
+84,090
New +$6.32M 0.25% 43

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AEW Capital Management's WPC Position: Q3 2025 in Review

AEW Capital Management sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 61,560 shares — an estimated $3.84M sold.

AEW Capital Management first reported a position in WPC in Q4 2022 and held it in 11 quarters. The position peaked at $19.2M in Q4 2023. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • AEW Capital Management reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
  • AEW Capital Management sold 61,560 W.P. Carey shares in Q3 2025, an estimated $3.84M.
  • AEW Capital Management first reported a position in W.P. Carey in Q4 2022 and held it in 11 quarters.
  • AEW Capital Management's W.P. Carey position peaked at $19.2M in Q4 2023.
  • 818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on AEW Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.