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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
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

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Elo Mutual Pension Insurance's WPC Position: Q3 2025 in Review

Elo Mutual Pension Insurance sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 15,277 shares — an estimated $953K sold.

Elo Mutual Pension Insurance first reported a position in WPC in Q4 2020 and held it in 19 quarters. The position peaked at $1.29M in Q1 2023. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Elo Mutual Pension Insurance reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
  • Elo Mutual Pension Insurance sold 15,277 W.P. Carey shares in Q3 2025, an estimated $953K.
  • Elo Mutual Pension Insurance first reported a position in W.P. Carey in Q4 2020 and held it in 19 quarters.
  • Elo Mutual Pension Insurance's W.P. Carey position peaked at $1.29M in Q1 2023.
  • 818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Elo Mutual Pension Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.