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Fjarde Ap-fonden’s W.P. Carey WPC Stock Holding History

Fjarde Ap-fonden’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 		$5.46M Buy
80,284
+33,350
+71% +$2.34M 0.03% 409
2025
Q4 		$3.02M Buy
+46,934
New +$3.13M 0.03% 422
2025
Q3 		– Sell
-56,534
Closed -$3.53M – 497
2025
Q2 		$3.53M Sell
56,534
-8,600
-13% -$530K 0.03% 390
2025
Q1 		$4.11M Sell
65,134
-4,800
-7% -$284K 0.05% 337
2024
Q4 		$3.81M Sell
69,934
-6,500
-9% -$370K 0.04% 383
2024
Q3 		$4.76M Buy
+76,434
New +$4.53M 0.05% 352
2024
Q1 		$7.37M Buy
130,534
+38,900
+42% +$2.33M 0.08% 266
2023
Q4 		$5.94M Sell
91,634
-7,846
-8% -$452K 0.07% 281
2023
Q3 		$5.27M Buy
99,480
+8,576
+9% +$549K 0.07% 294
2023
Q2 		$6.01M Buy
90,904
+44,516
+96% +$3.09M 0.07% 272
2023
Q1 		$3.52M Buy
46,388
+5,922
+15% +$472K 0.05% 379
2022
Q4 		$3.1M Sell
40,466
-9,496
-19% -$713K 0.04% 409
2022
Q3 		$4.05M Hold
49,962
– – 0.05% 384
2022
Q2 		$4.05M Buy
49,962
+12,661
+34% +$1.02M 0.05% 384
2022
Q1 		$2.95M Sell
37,301
-1,225
-3% -$94K 0.03% 492
2021
Q4 		$3.1M Buy
38,526
+1,833
+5% +$140K 0.03% 497
2021
Q3 		$2.63M Sell
36,693
-2,450
-6% -$186K 0.02% 521
2021
Q2 		$2.86M Sell
39,143
-7,760
-17% -$568K 0.03% 525
2021
Q1 		$3.25M Buy
46,903
+1,736
+4% +$116K 0.03% 499
2020
Q4 		$3.12M Sell
45,167
-14,294
-24% -$955K 0.03% 497
2020
Q3 		$3.79M Hold
59,461
– – 0.04% 419
2020
Q2 		$3.94M Sell
59,461
-18,480
-24% -$1.15M 0.05% 373
2020
Q1 		$4.43M Sell
77,941
-44,446
-36% -$3.37M 0.07% 271
2019
Q4 		$9.59M Buy
122,387
+72,082
+143% +$6.04M 0.12% 175
2019
Q3 		$4.41M Sell
50,305
-15,110
-23% -$1.29M 0.06% 349
2019
Q2 		$5.2M Buy
65,415
+5,105
+8% +$404K 0.07% 323
2019
Q1 		$4.63M Buy
60,310
+11,506
+24% +$829K 0.06% 339
2018
Q4 		$3.12M Buy
+48,804
New +$3.18M 0.05% 355

Other funds holding WPC

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Fjarde Ap-fonden's WPC Position: Q1 2026 in Review

Fjarde Ap-fonden increased its W.P. Carey (WPC) stake by 71% in Q1 2026, buying an estimated $2.34M and bringing the position to 80,284 shares worth $5.46M. The position accounts for 0.03% of the portfolio, ranked #409.

Fjarde Ap-fonden first reported a position in WPC in Q4 2018 and has held it in 28 quarters since. The position peaked at $9.59M in Q4 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Fjarde Ap-fonden held 80,284 shares of W.P. Carey worth $5.46M as of Q1 2026.
  • Fjarde Ap-fonden bought 33,350 W.P. Carey shares in Q1 2026, an estimated $2.34M.
  • W.P. Carey made up 0.03% of Fjarde Ap-fonden's portfolio in Q1 2026, its #409 holding.
  • Fjarde Ap-fonden first reported a position in W.P. Carey in Q4 2018 and has held it in 28 quarters since.
  • Fjarde Ap-fonden's W.P. Carey position peaked at $9.59M in Q4 2019.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Fjarde Ap-fonden's 13F filing for Q1 2026, filed 27 Apr 2026.