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

Pictet 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	$15.6M	Sell	229,879 -56,454	-20%	-$3.96M	0.02%	557
2025 Q4	$18.4M	Buy	286,333 +84,903	+42%	+$5.65M	0.02%	548
2025 Q3	$13.6M	Buy	201,430 +30,051	+18%	+$1.97M	0.01%	608
2025 Q2	$10.7M	Buy	171,379 +20,911	+14%	+$1.29M	0.01%	639
2025 Q1	$9.5M	Buy	150,468 +26,067	+21%	+$1.54M	0.01%	672
2024 Q4	$6.78M	Sell	124,401 -1,655	-1%	-$94.3K	0.01%	752
2024 Q3	$7.85M	Buy	126,056 +3,172	+3%	+$188K	0.01%	715
2024 Q2	$6.76M	Buy	122,884 +2,482	+2%	+$140K	0.01%	721
2024 Q1	$6.8M	Buy	120,402 +7,458	+7%	+$446K	0.01%	729
2023 Q4	$7.32M	Buy	112,944 +1,748	+2%	+$101K	0.01%	722
2023 Q3	$5.89M	Buy	+111,196	New	+$7.12M	0.01%	740

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Pictet Asset Management reduced its W.P. Carey (WPC) stake by 20% in Q1 2026, selling an estimated $3.96M and leaving 229,879 shares worth $15.6M. The position accounts for 0.02% of the portfolio, ranked #557.

Pictet Asset Management first reported a position in WPC in Q3 2023 and has held it in 11 quarters since. The position peaked at $18.4M in Q4 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Pictet Asset Management held 229,879 shares of W.P. Carey worth $15.6M as of Q1 2026.
Pictet Asset Management sold 56,454 W.P. Carey shares in Q1 2026, an estimated $3.96M.
W.P. Carey made up 0.02% of Pictet Asset Management's portfolio in Q1 2026, its #557 holding.
Pictet Asset Management first reported a position in W.P. Carey in Q3 2023 and has held it in 11 quarters since.
Pictet Asset Management's W.P. Carey position peaked at $18.4M in Q4 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Pictet Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.