PI
WPC icon

PGGM Investments’s W.P. Carey WPC Stock Holding History

PGGM Investments’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
2025
Q2 		– Sell
-23,186
Closed -$1.46M – 339
2025
Q1 		$1.46M Sell
23,186
-2,575,260
-99% -$152M 0.02% 288
2024
Q4 		$142M Hold
2,598,446
– – 1.88% 13
2024
Q3 		$162M Buy
2,598,446
+99,471
+4% +$5.9M 2.07% 11
2024
Q2 		$138M Buy
2,498,975
+389,853
+18% +$22M 1.97% 13
2024
Q1 		$119M Buy
2,109,122
+1,014
+0% +$60.7K 1.73% 13
2023
Q4 		$137M Sell
2,108,108
-45,143
-2% -$2.6M 2.08% 9
2023
Q3 		$114M Buy
2,153,251
+145,644
+7% +$9.33M 1.97% 12
2023
Q2 		$133M Buy
2,007,607
+159,905
+9% +$11.1M 2.15% 7
2023
Q1 		$140M Buy
1,847,702
+37,289
+2% +$2.97M 2.36% 6
2022
Q4 		$139M Buy
1,810,413
+566,362
+46% +$42.5M 2.43% 4
2022
Q3 		$85M Buy
+1,244,051
New +$102M 1.5% 19
2022
Q1 		$22.6M Hold
280,761
– – 0.11% 178
2021
Q4 		$22.6M Sell
280,761
-777
-0.3% -$59.5K 0.11% 178
2021
Q3 		$20.1M Buy
281,538
+118,822
+73% +$9.04M 0.1% 213
2021
Q2 		$11.9M Buy
162,716
+135,621
+501% +$9.93M 0.05% 255
2021
Q1 		$1.88M Sell
27,095
-21,092
-44% -$1.41M 0.01% 340
2020
Q4 		$3.33M Hold
48,187
– – 0.02% 317
2020
Q3 		$3.08M Sell
48,187
-1,226,283
-96% -$82.6M 0.02% 236
2020
Q2 		$84.4M Sell
1,274,470
-385,711
-23% -$24M 0.49% 59
2020
Q1 		$94.4M Buy
1,660,181
+1,564,146
+1,629% +$119M 0.68% 47
2019
Q4 		$7.53M Sell
96,035
-2,555,061
-96% -$214M 0.04% 218
2019
Q3 		$232M Buy
+2,651,096
New +$226M 1.11% 22

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

PGGM Investments's WPC Position: Q2 2025 in Review

PGGM Investments sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 23,186 shares — an estimated $1.46M sold.

PGGM Investments first reported a position in WPC in Q3 2019 and held it in 22 quarters. The position peaked at $232M in Q3 2019. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • PGGM Investments reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
  • PGGM Investments sold 23,186 W.P. Carey shares in Q2 2025, an estimated $1.46M.
  • PGGM Investments first reported a position in W.P. Carey in Q3 2019 and held it in 22 quarters.
  • PGGM Investments's W.P. Carey position peaked at $232M in Q3 2019.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on PGGM Investments's 13F filing for Q2 2025, filed 18 Jul 2025.