Handelsbanken Fonder
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Handelsbanken Fonder’s W.P. Carey WPC Stock Holding History

Handelsbanken Fonder’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
Q2 		$4.78M Buy
66,900
+8,100
+14% +$594K 0.01% 513
2026
Q1 		$4M Hold
58,800
– – 0.01% 527
2025
Q4 		$3.78M Hold
58,800
– – 0.01% 549
2025
Q3 		$3.97M Hold
58,800
– – 0.01% 521
2025
Q2 		$3.67M Sell
58,800
-3,400
-5% -$209K 0.01% 488
2025
Q1 		$3.92M Hold
62,200
– – 0.02% 465
2024
Q4 		$3.39M Sell
62,200
-3,000
-5% -$171K 0.01% 517
2024
Q3 		$4.06M Buy
65,200
+21,400
+49% +$1.27M 0.02% 470
2024
Q2 		$2.41M Sell
43,800
-104,835
-71% -$5.91M 0.01% 537
2024
Q1 		$8.39M Buy
148,635
+9,541
+7% +$571K 0.04% 382
2023
Q4 		$9.02M Buy
139,094
+4,145
+3% +$239K 0.04% 357
2023
Q3 		$7.15M Hold
134,949
– – 0.04% 367
2023
Q2 		$8.93M Sell
134,949
-57,807
-30% -$4.02M 0.05% 351
2023
Q1 		$14.6M Sell
192,756
-541
-0.3% -$43.1K 0.08% 253
2022
Q4 		$14.8M Buy
193,297
+38,582
+25% +$2.9M 0.09% 249
2022
Q3 		$10.6M Buy
154,715
+17,827
+13% +$1.46M 0.07% 264
2022
Q2 		$11.1M Buy
136,888
+34,894
+34% +$2.82M 0.07% 265
2022
Q1 		$8.08M Buy
101,994
+15,053
+17% +$1.15M 0.05% 365
2021
Q4 		$6.99M Sell
86,941
-2,928
-3% -$224K 0.03% 417
2021
Q3 		$6.43M Buy
89,869
+14,737
+20% +$1.12M 0.03% 429
2021
Q2 		$5.49M Buy
75,132
+32,039
+74% +$2.35M 0.03% 473
2021
Q1 		$2.99M Buy
43,093
+1,940
+5% +$130K 0.02% 533
2020
Q4 		$2.85M Hold
41,153
– – 0.02% 529
2020
Q3 		$2.63M Buy
41,153
+4,492
+12% +$303K 0.02% 500
2020
Q2 		$2.43M Buy
+36,661
New +$2.28M 0.02% 481

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Handelsbanken Fonder's WPC Position: Q2 2026 in Review

Handelsbanken Fonder increased its W.P. Carey (WPC) stake by 14% in Q2 2026, buying an estimated $594K and bringing the position to 66,900 shares worth $4.78M. The position accounts for 0.01% of the portfolio, ranked #513.

Handelsbanken Fonder first reported a position in WPC in Q2 2020 and has held it in 25 quarters since. The position peaked at $14.8M in Q4 2022. 119 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Handelsbanken Fonder held 66,900 shares of W.P. Carey worth $4.78M as of Q2 2026.
  • Handelsbanken Fonder bought 8,100 W.P. Carey shares in Q2 2026, an estimated $594K.
  • W.P. Carey made up 0.01% of Handelsbanken Fonder's portfolio in Q2 2026, its #513 holding.
  • Handelsbanken Fonder first reported a position in W.P. Carey in Q2 2020 and has held it in 25 quarters since.
  • Handelsbanken Fonder's W.P. Carey position peaked at $14.8M in Q4 2022.
  • 119 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.