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Elo Mutual Pension Insurance’s W.P. Carey WPC Stock Holding History

Elo Mutual Pension Insurance’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 		$721K Buy
+10,080
New +$739K 0.01% 541
2025
Q3 		– Sell
-15,277
Closed -$953K – 735
2025
Q2 		$953K Sell
15,277
-1,639
-10% -$101K 0.02% 455
2025
Q1 		$1.07M Sell
16,916
-3,228
-16% -$191K 0.02% 407
2024
Q4 		$1.1M Buy
20,144
+707
+4% +$40.3K 0.02% 442
2024
Q3 		$1.21M Sell
19,437
-2,244
-10% -$133K 0.03% 408
2024
Q2 		$1.19M Buy
21,681
+1,701
+9% +$95.9K 0.03% 389
2024
Q1 		$1.13M Buy
19,980
+1,303
+7% +$78K 0.03% 404
2023
Q4 		$1.21M Buy
18,677
+380
+2% +$21.9K 0.03% 383
2023
Q3 		$969K Buy
18,297
+266
+1% +$17K 0.03% 390
2023
Q2 		$1.19M Buy
18,031
+994
+6% +$69.1K 0.04% 357
2023
Q1 		$1.29M Buy
17,037
+1,860
+12% +$148K 0.04% 321
2022
Q4 		$1.16M Buy
15,177
+387
+3% +$29.1K 0.04% 337
2022
Q3 		$1.01M Sell
14,790
-551
-4% -$45.1K 0.04% 338
2022
Q2 		$1.25M Buy
15,341
+382
+3% +$30.8K 0.04% 326
2022
Q1 		$1.18M Buy
14,959
+1,446
+11% +$111K 0.03% 401
2021
Q4 		$1.09M Buy
13,513
+801
+6% +$61.3K 0.03% 376
2021
Q3 		$909K Hold
12,712
– – 0.03% 360
2021
Q2 		$929K Sell
12,712
-318
-2% -$23.3K 0.03% 361
2021
Q1 		$903K Buy
13,030
+406
+3% +$27.2K 0.03% 359
2020
Q4 		$873K Buy
+12,624
New +$843K 0.03% 350

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Elo Mutual Pension Insurance's WPC Position: Q2 2026 in Review

Elo Mutual Pension Insurance opened a new position in W.P. Carey (WPC) in Q2 2026: 10,080 shares worth $721K. The stake represents 0.01% of the portfolio and ranks #541 among its holdings. This is a return to the name: Elo Mutual Pension Insurance previously reported a position in WPC as recently as Q2 2025.

Elo Mutual Pension Insurance first reported a position in WPC in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.29M in Q1 2023. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Elo Mutual Pension Insurance held 10,080 shares of W.P. Carey worth $721K as of Q2 2026.
  • W.P. Carey was a new Elo Mutual Pension Insurance position in Q2 2026.
  • W.P. Carey made up 0.01% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #541 holding.
  • Elo Mutual Pension Insurance first reported a position in W.P. Carey in Q4 2020 and has held it in 20 quarters since.
  • Elo Mutual Pension Insurance's W.P. Carey position peaked at $1.29M in Q1 2023.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.