Pensionfund DSM Netherlands’s W.P. Carey WPC Stock Holding History

Pensionfund DSM Netherlands’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	$3.27M	Buy	45,800 +1,500	+3%	+$110K	1.69%	14
2026 Q1	$3.01M	Hold	44,300	–	–	1.74%	14
2025 Q4	$2.85M	Sell	44,300 -2,000	-4%	-$133K	1.88%	14
2025 Q3	$3.13M	Hold	46,300	–	–	2.03%	14
2025 Q2	$2.89M	Hold	46,300	–	–	1.95%	14
2025 Q1	$2.92M	Sell	46,300 -5,000	-10%	-$296K	1.93%	15
2024 Q4	$2.79M	Sell	51,300 -7,000	-12%	-$399K	1.74%	16
2024 Q3	$3.63M	Buy	58,300 +4,500	+8%	+$267K	1.66%	19
2024 Q2	$2.96M	Hold	53,800	–	–	1.57%	21
2024 Q1	$3.04M	Buy	53,800 +2,000	+4%	+$120K	1.62%	20
2023 Q4	$3.36M	Sell	51,800 -1,088	-2%	-$62.7K	2.02%	14
2023 Q3	$2.8M	Buy	52,888 +12,048	+30%	+$772K	1.95%	13
2023 Q2	$2.7M	Buy	40,840 +3,267	+9%	+$227K	1.76%	18
2023 Q1	$2.85M	Hold	37,573	–	–	1.93%	13
2022 Q4	$2.88M	Sell	37,573 -37,573	-50%	-$2.82M	2%	13
2022 Q3	$5.62M	Buy	75,146 +37,573	+100%	+$3.08M	1.89%	13
2022 Q2	$3.05M	Sell	37,573 -10,210	-21%	-$824K	1.93%	13
2022 Q1	$3.78M	Sell	47,783 -13,273	-22%	-$1.02M	1.8%	16
2021 Q4	$4.91M	Hold	61,056	–	–	0.57%	38
2021 Q3	$4.37M	Buy	61,056 +2,042	+3%	+$155K	0.56%	38
2021 Q2	$4.31M	Buy	59,014 +2,553	+5%	+$187K	0.55%	55
2021 Q1	$3.91M	Buy	56,461 +22,972	+69%	+$1.54M	0.52%	59
2020 Q4	$2.14M	Hold	33,489	–	–	0.38%	123
2020 Q3	$2.14M	Buy	33,489 +2,553	+8%	+$172K	0.38%	123
2020 Q2	$2.05M	Hold	30,936	–	–	0.38%	125
2020 Q1	$1.76M	Buy	30,936 +13,579	+78%	+$1.03M	0.4%	119
2019 Q4	$1.36M	Buy	+17,357	New	+$1.45M	0.22%	169

Other funds holding WPC

Wealth Enhancement Advisory Services

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return