DILIC
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Dai-ichi Life Insurance Company’s W.P. Carey WPC Stock Holding History

Dai-ichi Life Insurance Company’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
2024
Q4 		– Sell
-13,251
Closed -$826K – 513
2024
Q3 		$826K Hold
13,251
– – 0.02% 423
2024
Q2 		$729K Hold
13,251
– – 0.02% 399
2024
Q1 		$1.16M Hold
13,251
– – 0.03% 365
2023
Q4 		$859K Sell
13,251
-278
-2% -$16K 0.02% 388
2023
Q3 		$717K Sell
13,529
-132,333
-91% -$8.48M 0.02% 396
2023
Q2 		$9.65M Buy
145,862
+132,730
+1,011% +$9.23M 0.2% 98
2023
Q1 		$996K Buy
13,132
+160
+1% +$12.7K 0.02% 376
2022
Q4 		$993K Hold
12,972
– – 0.02% 375
2022
Q3 		$887K Hold
12,972
– – 0.02% 389
2022
Q2 		$1.05M Sell
12,972
-81,680
-86% -$6.59M 0.02% 374
2022
Q1 		$7.49M Hold
94,652
– – 0.12% 159
2021
Q4 		$7.61M Buy
94,652
+20,420
+28% +$1.56M 0.1% 174
2021
Q3 		$5.31M Buy
74,232
+8,859
+14% +$674K 0.07% 205
2021
Q2 		$4.78M Hold
65,373
– – 0.06% 223
2021
Q1 		$4.53M Buy
65,373
+4,084
+7% +$274K 0.06% 218
2020
Q4 		$4.24M Sell
61,289
-45,945
-43% -$3.07M 0.06% 217
2020
Q3 		$6.84M Buy
107,234
+92,911
+649% +$6.26M 0.12% 135
2020
Q2 		$949K Sell
14,323
-7,153
-33% -$444K 0.02% 382
2020
Q1 		$1.22M Sell
21,476
-13,086
-38% -$993K 0.05% 330
2019
Q4 		$2.71M Buy
34,562
+434
+1% +$36.4K 0.06% 289
2019
Q3 		$2.99M Buy
34,128
+1,003
+3% +$85.5K 0.07% 262
2019
Q2 		$2.63M Hold
33,125
– – 0.06% 284
2019
Q1 		$2.54M Buy
33,125
+1,288
+4% +$92.8K 0.06% 299
2018
Q4 		$2.04M Buy
+31,837
New +$2.07M 0.06% 302

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Dai-ichi Life Insurance Company's WPC Position: Q4 2024 in Review

Dai-ichi Life Insurance Company sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 13,251 shares — an estimated $826K sold.

Dai-ichi Life Insurance Company first reported a position in WPC in Q4 2018 and held it in 24 quarters. The position peaked at $9.65M in Q2 2023. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • Dai-ichi Life Insurance Company reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • Dai-ichi Life Insurance Company sold 13,251 W.P. Carey shares in Q4 2024, an estimated $826K.
  • Dai-ichi Life Insurance Company first reported a position in W.P. Carey in Q4 2018 and held it in 24 quarters.
  • Dai-ichi Life Insurance Company's W.P. Carey position peaked at $9.65M in Q2 2023.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Dai-ichi Life Insurance Company's 13F filing for Q4 2024, filed 13 Feb 2025.