E. Ohman J:or Asset Management’s W.P. Carey WPC Stock Holding History

E. Ohman J:or Asset Management’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	$483K	Hold	6,750	–	–	0.01%	421
2026 Q1	$459K	Sell	6,750 -2,850	-30%	-$200K	0.01%	418
2025 Q4	$618K	Hold	9,600	–	–	0.01%	396
2025 Q3	$649K	Hold	9,600	–	–	0.02%	335
2025 Q2	$599K	Hold	9,600	–	–	0.01%	344
2025 Q1	$606K	Hold	9,600	–	–	0.02%	344
2024 Q4	$523K	Sell	9,600 -1,300	-12%	-$74.1K	0.01%	373
2024 Q3	$679K	Hold	10,900	–	–	0.02%	325
2024 Q2	$600K	Buy	10,900 +3,700	+51%	+$209K	0.01%	333
2024 Q1	$406K	Hold	7,200	–	–	0.01%	371
2023 Q4	$467K	Sell	7,200 -1,989	-22%	-$115K	0.02%	345
2023 Q3	$487K	Hold	9,189	–	–	0.02%	350
2023 Q2	$608K	Hold	9,189	–	–	0.02%	336
2023 Q1	$697K	Hold	9,189	–	–	0.03%	297
2022 Q4	$703K	Buy	9,189 +408	+5%	+$30.6K	0.03%	291
2022 Q3	$600K	Hold	8,781	–	–	0.03%	302
2022 Q2	$713K	Hold	8,781	–	–	0.03%	289
2022 Q1	$695K	Hold	8,781	–	–	0.02%	338
2021 Q4	$706K	Buy	8,781 +5,718	+187%	+$438K	0.02%	369
2021 Q3	$219K	Buy	+3,063	New	+$233K	0.01%	450
2021 Q2	–	Sell	-4,084	Closed	-$283K	–	474
2021 Q1	$283K	Hold	4,084	–	–	0.01%	410
2020 Q4	$282K	Hold	4,084	–	–	0.01%	394
2020 Q3	$261K	Sell	4,084 -3,778	-48%	-$255K	0.01%	371
2020 Q2	$521K	Buy	+7,862	New	+$488K	0.03%	240
2019 Q4	–	Sell	-3,778	Closed	-$331K	–	481
2019 Q3	$331K	Hold	3,778	–	–	0.02%	305
2019 Q2	$300K	Hold	3,778	–	–	0.02%	313
2019 Q1	$290K	Sell	3,778 -1,327	-26%	-$95.6K	0.02%	319
2018 Q4	$327K	Buy	+5,105	New	+$332K	0.02%	298

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

E. Ohman J:or Asset Management's WPC Position: Q2 2026 in Review

E. Ohman J:or Asset Management held its W.P. Carey (WPC) position steady in Q2 2026 at 6,750 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #421.

E. Ohman J:or Asset Management first reported a position in WPC in Q4 2018 and has held it in 28 quarters since. The position peaked at $713K in Q2 2022. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

E. Ohman J:or Asset Management held 6,750 shares of W.P. Carey worth $483K as of Q2 2026.
E. Ohman J:or Asset Management left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.01% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #421 holding.
E. Ohman J:or Asset Management first reported a position in W.P. Carey in Q4 2018 and has held it in 28 quarters since.
E. Ohman J:or Asset Management's W.P. Carey position peaked at $713K in Q2 2022.
158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.