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AIA Group’s W.P. Carey WPC Stock Holding History

AIA Group’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 		$904K Sell
13,299
-535
-4% -$37.5K 0.01% 261
2025
Q4 		$890K Buy
13,834
+9,342
+208% +$622K 0.01% 266
2025
Q3 		$304K Hold
4,492
– – 0.01% 381
2025
Q2 		$280K Hold
4,492
– – 0.01% 304
2025
Q1 		$283K Hold
4,492
– – 0.01% 295
2024
Q4 		$245K Sell
4,492
-281
-6% -$16K 0.01% 279
2024
Q3 		$297K Hold
4,773
– – 0.01% 265
2024
Q2 		$263K Buy
4,773
+804
+20% +$45.3K 0.01% 270
2024
Q1 		$224K Buy
+3,969
New +$238K 0.01% 283
2021
Q1 		– Sell
-16,847
Closed -$1.12M – 216
2020
Q4 		$1.12M Buy
+16,847
New +$1.13M 0.13% 73

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

AIA Group's WPC Position: Q1 2026 in Review

AIA Group reduced its W.P. Carey (WPC) stake by 3.9% in Q1 2026, selling an estimated $37.5K and leaving 13,299 shares worth $904K. The position accounts for 0.01% of the portfolio, ranked #261.

AIA Group first reported a position in WPC in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2020. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • AIA Group held 13,299 shares of W.P. Carey worth $904K as of Q1 2026.
  • AIA Group sold 535 W.P. Carey shares in Q1 2026, an estimated $37.5K.
  • W.P. Carey made up 0.01% of AIA Group's portfolio in Q1 2026, its #261 holding.
  • AIA Group first reported a position in W.P. Carey in Q4 2020 and has held it in 10 quarters since.
  • AIA Group's W.P. Carey position peaked at $1.12M in Q4 2020.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on AIA Group's 13F filing for Q1 2026, filed 6 May 2026.