Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.8M | Buy |
188,758
+4,842
| +3% | +$340K | 0.02% | 486 |
|
|
2025
Q4 | $11.8M | Buy |
183,916
+9,655
| +6% | +$643K | 0.02% | 519 |
|
|
2025
Q3 | $11.8M | Buy |
174,261
+11,337
| +7% | +$742K | 0.02% | 505 |
|
|
2025
Q2 | $10.2M | Buy |
162,924
+12,184
| +8% | +$750K | 0.02% | 521 |
|
|
2025
Q1 | $9.51M | Buy |
150,740
+16,892
| +13% | +$1,000K | 0.02% | 464 |
|
|
2024
Q4 | $7.29M | Sell |
133,848
-120,994
| -47% | -$6.89M | 0.02% | 494 |
|
|
2024
Q3 | $15.9M | Buy |
254,842
+54,317
| +27% | +$3.22M | 0.04% | 377 |
|
|
2024
Q2 | $11M | Sell |
200,525
-5,323
| -3% | -$300K | 0.03% | 427 |
|
|
2024
Q1 | $11.6M | Buy |
205,848
+34,309
| +20% | +$2.05M | 0.04% | 429 |
|
|
2023
Q4 | $11.1M | Buy |
171,539
+67,008
| +64% | +$3.86M | 0.04% | 436 |
|
|
2023
Q3 | $5.54M | Buy |
104,531
+27,283
| +35% | +$1.75M | 0.02% | 495 |
|
|
2023
Q2 | $5.11M | Buy |
77,248
+26,154
| +51% | +$1.82M | 0.02% | 515 |
|
|
2023
Q1 | $3.88M | Buy |
51,094
+3,609
| +8% | +$288K | 0.02% | 589 |
|
|
2022
Q4 | $3.63M | Sell |
47,485
-33,977
| -42% | -$2.55M | 0.02% | 624 |
|
|
2022
Q3 | $5.57M | Buy |
81,462
+47,437
| +139% | +$3.88M | 0.03% | 554 |
|
|
2022
Q2 | $2.76M | Sell |
34,025
-19,133
| -36% | -$1.54M | 0.01% | 703 |
|
|
2022
Q1 | $4.21M | Sell |
53,158
-3,108
| -6% | -$238K | 0.02% | 618 |
|
|
2021
Q4 | $4.52M | Sell |
56,266
-446
| -0.8% | -$34.1K | 0.02% | 612 |
|
|
2021
Q3 | $4.06M | Sell |
56,712
-842
| -1% | -$64.1K | 0.02% | 626 |
|
|
2021
Q2 | $4.21M | Sell |
57,554
-1,204
| -2% | -$88.1K | 0.02% | 636 |
|
|
2021
Q1 | $4.07M | Buy |
58,758
+938
| +2% | +$62.9K | 0.02% | 575 |
|
|
2020
Q4 | $4M | Buy |
57,820
+1,302
| +2% | +$87K | 0.02% | 541 |
|
|
2020
Q3 | $3.61M | Sell |
56,518
-1,598
| -3% | -$108K | 0.02% | 529 |
|
|
2020
Q2 | $3.85M | Sell |
58,116
-3,257
| -5% | -$202K | 0.02% | 485 |
|
|
2020
Q1 | $3.49M | Buy |
61,373
+286
| +0.5% | +$21.7K | 0.03% | 610 |
|
|
2019
Q4 | $4.79M | Buy |
61,087
+146
| +0.2% | +$12.2K | 0.03% | 475 |
|
|
2019
Q3 | $5.34M | Sell |
60,941
-2,658
| -4% | -$226K | 0.04% | 404 |
|
|
2019
Q2 | $5.06M | Buy |
63,599
+2,284
| +4% | +$181K | 0.03% | 445 |
|
|
2019
Q1 | $4.7M | Buy |
+61,315
| New | +$4.42M | 0.03% | 471 |
|
Other funds holding WPC
VPM
VCM
Aviva's WPC Position: Q1 2026 in Review
Aviva increased its W.P. Carey (WPC) stake by 2.6% in Q1 2026, buying an estimated $340K and bringing the position to 188,758 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #486.
Aviva first reported a position in WPC in Q1 2019 and has held it in 29 quarters since. The position peaked at $15.9M in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Aviva held 188,758 shares of W.P. Carey worth $12.8M as of Q1 2026.
- Aviva bought 4,842 W.P. Carey shares in Q1 2026, an estimated $340K.
- W.P. Carey made up 0.02% of Aviva's portfolio in Q1 2026, its #486 holding.
- Aviva first reported a position in W.P. Carey in Q1 2019 and has held it in 29 quarters since.
- Aviva's W.P. Carey position peaked at $15.9M in Q3 2024.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Aviva's 13F filing for Q1 2026, filed 14 May 2026.