Axa
WPC icon

Axa’s W.P. Carey WPC Stock Holding History

Axa’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
2025
Q3 		– Sell
-182,938
Closed -$11.4M – 1025
2025
Q2 		$11.4M Buy
182,938
+11,997
+7% +$739K 0.03% 384
2025
Q1 		$10.8M Buy
170,941
+118,419
+225% +$7.01M 0.04% 368
2024
Q4 		$2.86M Buy
52,522
+2,116
+4% +$121K 0.01% 685
2024
Q3 		$3.14M Sell
50,406
-54,166
-52% -$3.21M 0.01% 658
2024
Q2 		$5.76M Buy
104,572
+47,744
+84% +$2.69M 0.02% 506
2024
Q1 		$3.21M Buy
56,828
+23,121
+69% +$1.38M 0.01% 666
2023
Q4 		$2.18M Buy
33,707
+1,979
+6% +$114K 0.01% 717
2023
Q3 		$1.65M Buy
31,728
+17,315
+120% +$1.11M 0.01% 746
2023
Q2 		$954K Sell
14,413
-230
-2% -$16K ﹤0.01% 846
2023
Q1 		$1.11M Buy
14,643
+11,667
+392% +$930K ﹤0.01% 854
2022
Q4 		$228K Buy
+2,976
New +$224K ﹤0.01% 1081
2022
Q3 		– Sell
-2,559
Closed -$208K – 1217
2022
Q2 		$208K Buy
+2,559
New +$206K ﹤0.01% 1076
2021
Q4 		– Sell
-3,527
Closed -$252K – 1295
2021
Q3 		$252K Buy
3,527
+75
+2% +$5.71K ﹤0.01% 1159
2021
Q2 		$252K Buy
+3,452
New +$253K ﹤0.01% 1200
2020
Q2 		– Sell
-5,740
Closed -$327K – 1299
2020
Q1 		$327K Sell
5,740
-274
-5% -$20.8K ﹤0.01% 1036
2019
Q4 		$471K Buy
6,014
+407
+7% +$34.1K ﹤0.01% 1004
2019
Q3 		$492K Sell
5,607
-205
-4% -$17.5K ﹤0.01% 1098
2019
Q2 		$462K Buy
+5,812
New +$460K ﹤0.01% 1091
2016
Q3 		– Sell
-277
Closed -$19K – 1357
2016
Q2 		$19K Hold
277
– – ﹤0.01% 1333
2016
Q1 		$17K Buy
277
+42
+18% +$2.39K ﹤0.01% 1293
2015
Q4 		$14K Buy
+235
New +$14.1K ﹤0.01% 1371

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Axa's WPC Position: Q3 2025 in Review

Axa sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 182,938 shares — an estimated $11.4M sold.

Axa first reported a position in WPC in Q4 2015 and held it in 21 quarters. The position peaked at $11.4M in Q2 2025. 820 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Axa reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
  • Axa sold 182,938 W.P. Carey shares in Q3 2025, an estimated $11.4M.
  • Axa first reported a position in W.P. Carey in Q4 2015 and held it in 21 quarters.
  • Axa's W.P. Carey position peaked at $11.4M in Q2 2025.
  • 820 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.