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

Generali 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 		$17.4K Sell
256
-29,268
-99% -$2.05M ﹤0.01% 469
2025
Q4 		$1.9M Buy
+29,524
New +$1.97M 0.04% 307
2025
Q2 		– Sell
-14,560
Closed -$919K – 525
2025
Q1 		$919K Sell
14,560
-38,075
-72% -$2.25M 0.02% 395
2024
Q4 		$2.87M Buy
+52,635
New +$3M 0.07% 257

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

Generali Asset Management's WPC Position: Q1 2026 in Review

Generali Asset Management reduced its W.P. Carey (WPC) stake by 99% in Q1 2026, selling an estimated $2.05M and leaving 256 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Generali Asset Management first reported a position in WPC in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.87M in Q4 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Generali Asset Management held 256 shares of W.P. Carey worth $17.4K as of Q1 2026.
  • Generali Asset Management sold 29,268 W.P. Carey shares in Q1 2026, an estimated $2.05M.
  • W.P. Carey made up ﹤0.01% of Generali Asset Management's portfolio in Q1 2026, its #469 holding.
  • Generali Asset Management first reported a position in W.P. Carey in Q4 2024 and has held it in 4 quarters since.
  • Generali Asset Management's W.P. Carey position peaked at $2.87M in Q4 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Generali Asset Management's 13F filing for Q1 2026, filed 5 May 2026.