Avanza Fonder
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
Q3 		$1.88M Hold
29,121
– – 0.04% 291
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Avanza Fonder's WPC Position: Q3 2026 in Review

Avanza Fonder held its W.P. Carey (WPC) position steady in Q3 2026 at 29,121 shares worth $1.88M. The position accounts for 0.04% of the portfolio, ranked #291.

Avanza Fonder first reported a position in WPC in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.08M in Q2 2026. 547 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Avanza Fonder held 29,121 shares of W.P. Carey worth $1.88M as of Q3 2026.
  • Avanza Fonder left its W.P. Carey share count unchanged in Q3 2026.
  • W.P. Carey made up 0.04% of Avanza Fonder's portfolio in Q3 2026, its #291 holding.
  • Avanza Fonder first reported a position in W.P. Carey in Q2 2025 and has held it in 6 quarters since.
  • Avanza Fonder's W.P. Carey position peaked at $2.08M in Q2 2026.
  • 547 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.