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International Assets Investment Management’s W.P. Carey WPC Stock Holding History

International Assets Investment 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
Q2 		$442K Buy
6,248
+1,125
+22% +$82.4K 0.03% 539
2026
Q1 		$355K Sell
5,123
-268
-5% -$18.8K 0.02% 567
2025
Q4 		$347K Sell
5,391
-1,275
-19% -$84.9K 0.02% 582
2025
Q3 		$420K Hold
6,666
– – 0.03% 501
2025
Q2 		$416K Buy
6,666
+1,012
+18% +$62.3K 0.03% 508
2025
Q1 		$357K Sell
5,654
-941
-14% -$55.7K 0.03% 514
2024
Q4 		$358K Sell
6,595
-400,709
-98% -$22.8M 0.03% 514
2024
Q3 		$6.54K Buy
407,304
+400,782
+6,145% +$23.8M 0.02% 510
2024
Q2 		$359K Buy
6,522
+235
+4% +$13.2K 0.03% 478
2024
Q1 		$353K Sell
6,287
-41
-0.6% -$2.45K 0.04% 472
2023
Q4 		$410K Sell
6,328
-102
-2% -$5.88K 0.05% 397
2023
Q3 		$345K Buy
6,430
+1,162
+22% +$74.4K 0.05% 350
2023
Q2 		$349K Sell
5,268
-918
-15% -$63.8K 0.05% 357
2023
Q1 		$469K Sell
6,186
-4,212
-41% -$336K 0.07% 281
2022
Q4 		$796K Buy
+10,398
New +$781K 0.08% 234
2022
Q3 		– Sell
-6,001
Closed -$487 – 571
2022
Q2 		$487 Buy
6,001
+80
+1% +$6.46K 0.04% 214
2022
Q1 		$469K Sell
5,921
-965
-14% -$74K 0.08% 243
2021
Q4 		$553K Buy
6,886
+204
+3% +$15.6K 0.1% 231
2021
Q3 		$478K Buy
6,682
+73
+1% +$5.56K 0.09% 250
2021
Q2 		$483K Sell
6,609
-5,747
-47% -$421K 0.09% 238
2021
Q1 		$856K Buy
12,356
+7,082
+134% +$475K 0.08% 241
2020
Q4 		$365K Buy
5,274
+500
+10% +$33.4K 0.07% 259
2020
Q3 		$305K Hold
4,774
– – 0.08% 238
2020
Q2 		$316K Sell
4,774
-213
-4% -$13.2K 0.08% 228
2020
Q1 		$284K Buy
+4,987
New +$378K 0.09% 213

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

International Assets Investment Management's WPC Position: Q2 2026 in Review

International Assets Investment Management increased its W.P. Carey (WPC) stake by 22% in Q2 2026, buying an estimated $82.4K and bringing the position to 6,248 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #539.

International Assets Investment Management first reported a position in WPC in Q1 2020 and has held it in 25 quarters since. The position peaked at $856K in Q1 2021. 224 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • International Assets Investment Management held 6,248 shares of W.P. Carey worth $442K as of Q2 2026.
  • International Assets Investment Management bought 1,125 W.P. Carey shares in Q2 2026, an estimated $82.4K.
  • W.P. Carey made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #539 holding.
  • International Assets Investment Management first reported a position in W.P. Carey in Q1 2020 and has held it in 25 quarters since.
  • International Assets Investment Management's W.P. Carey position peaked at $856K in Q1 2021.
  • 224 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.