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

OP 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 Q2	$1.8M	Sell	25,152 -13,571	-35%	-$995K	0.02%	499
2026 Q1	$2.63M	Buy	38,723 +12,986	+50%	+$911K	0.03%	382
2025 Q4	$1.66M	Hold	25,737	–	–	0.02%	494
2025 Q3	$1.74M	Hold	25,737	–	–	0.02%	484
2025 Q2	$1.61M	Buy	25,737 +1,813	+8%	+$112K	0.02%	505
2025 Q1	$1.51M	Buy	+23,924	New	+$1.42M	0.02%	505

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

OP Asset Management's WPC Position: Q2 2026 in Review

OP Asset Management reduced its W.P. Carey (WPC) stake by 35% in Q2 2026, selling an estimated $995K and leaving 25,152 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #499.

OP Asset Management first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.63M in Q1 2026. 348 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

OP Asset Management held 25,152 shares of W.P. Carey worth $1.8M as of Q2 2026.
OP Asset Management sold 13,571 W.P. Carey shares in Q2 2026, an estimated $995K.
W.P. Carey made up 0.02% of OP Asset Management's portfolio in Q2 2026, its #499 holding.
OP Asset Management first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
OP Asset Management's W.P. Carey position peaked at $2.63M in Q1 2026.
348 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.