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

PineBridge 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	-21,248	Closed	-$1.34M	–	767
2025 Q1	$1.34M	Sell	21,248 -62,377	-75%	-$3.69M	0.01%	456
2024 Q4	$4.56M	Buy	83,625 +33,160	+66%	+$1.89M	0.03%	323
2024 Q3	$3.14M	Buy	50,465 +13,928	+38%	+$826K	0.02%	374
2024 Q2	$2.01M	Buy	+36,537	New	+$2.06M	0.02%	383
2021 Q1	–	Sell	-42,743	Closed	-$2.96M	–	720
2020 Q4	$2.96M	Sell	42,743 -1,501	-3%	-$100K	0.05%	336
2020 Q3	$2.82M	Buy	+44,244	New	+$2.98M	0.05%	331
2020 Q2	–	Sell	-429	Closed	-$24K	–	806
2020 Q1	$24K	Sell	429 -184	-30%	-$14K	﹤0.01%	639
2019 Q4	$48K	Hold	613	–	–	﹤0.01%	927
2019 Q3	$54K	Hold	613	–	–	﹤0.01%	1029
2019 Q2	$49K	Hold	613	–	–	﹤0.01%	913
2019 Q1	$47K	Sell	613 -908	-60%	-$65.4K	﹤0.01%	932
2018 Q4	$97K	Hold	1,521	–	–	﹤0.01%	883
2018 Q3	$96K	Hold	1,521	–	–	﹤0.01%	917
2018 Q2	$99K	Sell	1,521 -725	-32%	-$45.9K	﹤0.01%	927
2018 Q1	$136K	Buy	+2,246	New	+$138K	﹤0.01%	920

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

PineBridge Investments's WPC Position: Q2 2025 in Review

PineBridge Investments sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 21,248 shares — an estimated $1.34M sold.

PineBridge Investments first reported a position in WPC in Q1 2018 and held it in 15 quarters. The position peaked at $4.56M in Q4 2024. 821 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

PineBridge Investments reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
PineBridge Investments sold 21,248 W.P. Carey shares in Q2 2025, an estimated $1.34M.
PineBridge Investments first reported a position in W.P. Carey in Q1 2018 and held it in 15 quarters.
PineBridge Investments's W.P. Carey position peaked at $4.56M in Q4 2024.
821 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on PineBridge Investments's 13F filing for Q2 2025, filed 13 Aug 2025.