AG
WPC icon

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
Q2 		– Sell
-13,299
Closed -$904K – 367
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AIA Group's WPC Position: Q2 2026 in Review

AIA Group sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 13,299 shares — an estimated $904K sold.

AIA Group first reported a position in WPC in Q4 2020 and held it in 10 quarters. The position peaked at $1.12M in Q4 2020. 901 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • AIA Group reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • AIA Group sold 13,299 W.P. Carey shares in Q2 2026, an estimated $904K.
  • AIA Group first reported a position in W.P. Carey in Q4 2020 and held it in 10 quarters.
  • AIA Group's W.P. Carey position peaked at $1.12M in Q4 2020.
  • 901 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on AIA Group's 13F filing for Q2 2026, filed 31 Jul 2026.