AF
WPC icon

Avanza Fonder’s W.P. Carey WPC Stock Holding History

Avanza Fonder’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 		$2.08M Buy
29,121
+9,922
+52% +$727K 0.05% 279
2026
Q1 		$1.3M Hold
19,199
– – 0.04% 316
2025
Q4 		$1.24M Hold
19,199
– – 0.03% 335
2025
Q3 		$1.3M Hold
19,199
– – 0.03% 314
2025
Q2 		$1.2M Buy
+19,199
New +$1.18M 0.04% 321

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Avanza Fonder's WPC Position: Q2 2026 in Review

Avanza Fonder increased its W.P. Carey (WPC) stake by 52% in Q2 2026, buying an estimated $727K and bringing the position to 29,121 shares worth $2.08M. The position accounts for 0.05% of the portfolio, ranked #279.

Avanza Fonder first reported a position in WPC in Q2 2025 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Avanza Fonder held 29,121 shares of W.P. Carey worth $2.08M as of Q2 2026.
  • Avanza Fonder bought 9,922 W.P. Carey shares in Q2 2026, an estimated $727K.
  • W.P. Carey made up 0.05% of Avanza Fonder's portfolio in Q2 2026, its #279 holding.
  • Avanza Fonder first reported a position in W.P. Carey in Q2 2025 and has held it in 5 quarters since.
  • 151 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.