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

Jupiter 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 		– Sell
-646,950
Closed -$41.6M – 574
2025
Q4 		$41.6M Buy
+646,950
New +$43.1M 0.33% 92

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Dimensional Fund Advisors
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