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

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Jupiter Asset Management sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 646,950 shares — an estimated $41.6M sold.

Jupiter Asset Management first reported a position in WPC in Q4 2025 and held it in 1 quarter. The position peaked at $41.6M in Q4 2025. 870 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Jupiter Asset Management reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Jupiter Asset Management sold 646,950 W.P. Carey shares in Q1 2026, an estimated $41.6M.
Jupiter Asset Management first reported a position in W.P. Carey in Q4 2025 and held it in 1 quarter.
Jupiter Asset Management's W.P. Carey position peaked at $41.6M in Q4 2025.
870 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.