Första AP-fonden’s W.P. Carey WPC Stock Holding History

Första 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	–	Sell	-64,500	Closed	-$4.15M	–	520
2025 Q4	$4.15M	Buy	64,500 +300	+0.5%	+$20K	0.02%	435
2025 Q3	$4.34M	Buy	64,200 +4,500	+8%	+$295K	0.03%	438
2025 Q2	$3.72M	Sell	59,700 -2,800	-4%	-$172K	0.02%	441
2025 Q1	$3.94M	Sell	62,500 -28,800	-32%	-$1.7M	0.03%	426
2024 Q4	$4.97M	Buy	91,300 +2,200	+2%	+$125K	0.04%	398
2024 Q3	$5.55M	Buy	89,100 +9,500	+12%	+$563K	0.04%	371
2024 Q2	$4.38M	Sell	79,600 -10,100	-11%	-$569K	0.04%	383
2024 Q1	$5.06M	Buy	89,700 +31,700	+55%	+$1.9M	0.04%	381
2023 Q4	$3.76M	Sell	58,000 -31,848	-35%	-$1.83M	0.04%	413
2023 Q3	$4.76M	Buy	89,848 +19,093	+27%	+$1.22M	0.05%	358
2023 Q2	$4.68M	Buy	70,755 +14,498	+26%	+$1.01M	0.05%	377
2023 Q1	$4.27M	Sell	56,257 -7,658	-12%	-$610K	0.05%	385
2022 Q4	$4.89M	Buy	63,915 +9,598	+18%	+$721K	0.06%	367
2022 Q3	$3.71M	Sell	54,317 -3,165	-6%	-$259K	0.05%	407
2022 Q2	$4.67M	Sell	57,482 -19,808	-26%	-$1.6M	0.06%	353
2022 Q1	$6.12M	Sell	77,290 -7,555	-9%	-$580K	0.07%	328
2021 Q4	$6.82M	Sell	84,845 -3,778	-4%	-$289K	0.07%	331
2021 Q3	$6.34M	Buy	88,623 +31,855	+56%	+$2.42M	0.07%	334
2021 Q2	$4.15M	Sell	56,768 -15,927	-22%	-$1.17M	0.05%	431
2021 Q1	$5.04M	Buy	72,695 +20,011	+38%	+$1.34M	0.07%	343
2020 Q4	$3.64M	Buy	52,684 +14,703	+39%	+$982K	0.05%	388
2020 Q3	$2.42M	Buy	37,981 +7,555	+25%	+$509K	0.05%	394
2020 Q2	$2.02M	Buy	30,426 +1,838	+6%	+$114K	0.05%	370
2020 Q1	$1.63M	Sell	28,588 -2,144	-7%	-$163K	0.06%	375
2019 Q4	$2.41M	Buy	30,732 +5,513	+22%	+$462K	0.12%	158
2019 Q3	$2.21M	Hold	25,219	–	–	0.09%	181
2019 Q2	$2M	Hold	25,219	–	–	0.09%	146
2019 Q1	$1.94M	Buy	25,219 +7,556	+43%	+$544K	0.09%	148
2018 Q4	$1.13M	Hold	17,663	–	–	0.05%	172
2018 Q3	$1.11M	Sell	17,663 -11,129	-39%	-$716K	0.04%	186
2018 Q2	$1.87M	Sell	28,792 -1,634	-5%	-$104K	0.07%	170
2018 Q1	$1.85M	Sell	30,426 -612	-2%	-$37.7K	0.06%	214
2017 Q4	$2.1M	Sell	31,038 -919	-3%	-$62.9K	0.08%	217
2017 Q3	$2.11M	Sell	31,957 -2,961	-8%	-$197K	0.07%	237
2017 Q2	$2.26M	Buy	34,918 +21,134	+153%	+$1.34M	0.06%	237
2017 Q1	$840K	Buy	+13,784	New	+$836K	0.03%	246
2016 Q4	–	Sell	-38,900	Closed	-$2.46M	–	249
2016 Q3	$2.46M	Sell	38,900 -5,922	-13%	-$395K	0.07%	168
2016 Q2	$3.05M	Buy	44,822 +30,630	+216%	+$1.92M	0.09%	117
2016 Q1	$865K	Sell	14,192 -34,816	-71%	-$1.98M	0.21%	12
2015 Q4	$2.93M	Buy	+49,008	New	+$2.94M	0.09%	116

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Första AP-fonden's WPC Position: Q1 2026 in Review

Första AP-fonden sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 64,500 shares — an estimated $4.15M sold.

Första AP-fonden first reported a position in WPC in Q4 2015 and held it in 40 quarters. The position peaked at $6.82M in Q4 2021. 868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Första AP-fonden reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Första AP-fonden sold 64,500 W.P. Carey shares in Q1 2026, an estimated $4.15M.
Första AP-fonden first reported a position in W.P. Carey in Q4 2015 and held it in 40 quarters.
Första AP-fonden's W.P. Carey position peaked at $6.82M in Q4 2021.
868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Första AP-fonden's 13F filing for Q1 2026.