EAM
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Erste Asset Management’s W.P. Carey WPC Stock Holding History

Erste 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
Q1 		$1.92M Buy
28,300
+5,900
+26% +$414K 0.02% 368
2025
Q4 		$1.45M Buy
22,400
+2,200
+11% +$147K 0.01% 390
2025
Q3 		$1.38M Hold
20,200
– – 0.01% 383
2025
Q2 		$1.27M Hold
20,200
– – 0.01% 457
2025
Q1 		$1.27M Hold
20,200
– – 0.02% 352
2024
Q4 		$1.1M Hold
20,200
– – 0.01% 372
2024
Q3 		$1.27M Hold
20,200
– – 0.02% 366
2024
Q2 		$1.12M Hold
20,200
– – 0.01% 362
2024
Q1 		$1.13M Hold
20,200
– – 0.02% 360
2023
Q4 		$1.33M Buy
20,200
+5,498
+37% +$317K 0.02% 349
2023
Q3 		$787K Sell
14,702
-4,289
-23% -$275K 0.01% 369
2023
Q2 		$1.26M Buy
18,991
+2,349
+14% +$163K 0.02% 335
2023
Q1 		$1.27M Buy
16,642
+5,105
+44% +$407K 0.02% 325
2022
Q4 		$888K Buy
+11,537
New +$867K 0.02% 370

Other funds holding WPC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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