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

iA Global 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
2025
Q3 		– Sell
-3,584
Closed -$224K – 467
2025
Q2 		$224K Buy
3,584
+138
+4% +$8.5K ﹤0.01% 387
2025
Q1 		$217K Sell
3,446
-924
-21% -$54.7K ﹤0.01% 402
2024
Q4 		$238K Buy
+4,370
New +$249K ﹤0.01% 385
2024
Q3 		– Sell
-3,870
Closed -$213K – 526
2024
Q2 		$213K Buy
+3,870
New +$218K ﹤0.01% 439

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

iA Global Asset Management's WPC Position: Q3 2025 in Review

iA Global Asset Management sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 3,584 shares — an estimated $224K sold.

iA Global Asset Management first reported a position in WPC in Q2 2024 and held it in 4 quarters. The position peaked at $238K in Q4 2024. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • iA Global Asset Management reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
  • iA Global Asset Management sold 3,584 W.P. Carey shares in Q3 2025, an estimated $224K.
  • iA Global Asset Management first reported a position in W.P. Carey in Q2 2024 and held it in 4 quarters.
  • iA Global Asset Management's W.P. Carey position peaked at $238K in Q4 2024.
  • 818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on iA Global Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.