Principal Financial Group’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36.2M | Buy |
505,692
+16,719
| +3% | +$1.23M | 0.02% | 656 |
|
|
2026
Q1 | $33.2M | Buy |
488,973
+17,812
| +4% | +$1.25M | 0.02% | 640 |
|
|
2025
Q4 | $30.3M | Sell |
471,161
-15,112
| -3% | -$1.01M | 0.02% | 657 |
|
|
2025
Q3 | $32.9M | Sell |
486,273
-10,142
| -2% | -$664K | 0.02% | 623 |
|
|
2025
Q2 | $31M | Sell |
496,415
-6,919
| -1% | -$426K | 0.02% | 628 |
|
|
2025
Q1 | $31.8M | Buy |
503,334
+1,768
| +0.4% | +$105K | 0.02% | 591 |
|
|
2024
Q4 | $27.3M | Sell |
501,566
-5,122
| -1% | -$292K | 0.01% | 691 |
|
|
2024
Q3 | $31.6M | Sell |
506,688
-221,852
| -30% | -$13.2M | 0.02% | 625 |
|
|
2024
Q2 | $40.1M | Sell |
728,540
-94,931
| -12% | -$5.35M | 0.02% | 533 |
|
|
2024
Q1 | $46.5M | Buy |
823,471
+21,045
| +3% | +$1.26M | 0.03% | 513 |
|
|
2023
Q4 | $52M | Buy |
802,426
+785,416
| +4,617% | +$45.2M | 0.03% | 434 |
|
|
2023
Q3 | $901K | Buy |
17,010
+884
| +5% | +$56.6K | ﹤0.01% | 1853 |
|
|
2023
Q2 | $1.07M | Sell |
16,126
-5,188
| -24% | -$361K | ﹤0.01% | 1834 |
|
|
2023
Q1 | $1.62M | Buy |
21,314
+1,148
| +6% | +$91.5K | ﹤0.01% | 1797 |
|
|
2022
Q4 | $1.54M | Sell |
20,166
-1,527
| -7% | -$115K | ﹤0.01% | 1806 |
|
|
2022
Q3 | $1.48M | Sell |
21,693
-3,025
| -12% | -$248K | ﹤0.01% | 1773 |
|
|
2022
Q2 | $2.01M | Buy |
24,718
+1,352
| +6% | +$109K | ﹤0.01% | 1803 |
|
|
2022
Q1 | $1.85M | Buy |
23,366
+6,155
| +36% | +$472K | ﹤0.01% | 1873 |
|
|
2021
Q4 | $1.38M | Sell |
17,211
-1,746
| -9% | -$134K | ﹤0.01% | 1928 |
|
|
2021
Q3 | $1.36M | Buy |
18,957
+9
| +0% | +$685 | ﹤0.01% | 1939 |
|
|
2021
Q2 | $1.39M | Buy |
18,948
+6,992
| +58% | +$512K | ﹤0.01% | 1978 |
|
|
2021
Q1 | $829K | Buy |
11,956
+1,584
| +15% | +$106K | ﹤0.01% | 2033 |
|
|
2020
Q4 | $717K | Sell |
10,372
-2,522
| -20% | -$168K | ﹤0.01% | 2019 |
|
|
2020
Q3 | $823K | Sell |
12,894
-1,666
| -11% | -$112K | ﹤0.01% | 1910 |
|
|
2020
Q2 | $965K | Sell |
14,560
-4,498
| -24% | -$279K | ﹤0.01% | 1840 |
|
|
2020
Q1 | $1.08M | Buy |
19,058
+7,262
| +62% | +$551K | ﹤0.01% | 1724 |
|
|
2019
Q4 | $925K | Sell |
11,796
-5,445
| -32% | -$456K | ﹤0.01% | 1847 |
|
|
2019
Q3 | $1.51M | Buy |
17,241
+897
| +5% | +$76.4K | ﹤0.01% | 1765 |
|
|
2019
Q2 | $1.3M | Sell |
16,344
-6
| -0% | -$475 | ﹤0.01% | 1802 |
|
|
2019
Q1 | $1.25M | Buy |
16,350
+5,879
| +56% | +$424K | ﹤0.01% | 1801 |
|
|
2018
Q4 | $670K | Sell |
10,471
-2,739
| -21% | -$178K | ﹤0.01% | 1865 |
|
|
2018
Q3 | $832K | Sell |
13,210
-1,199
| -8% | -$77.2K | ﹤0.01% | 1875 |
|
|
2018
Q2 | $936K | Sell |
14,409
-3,891
| -21% | -$247K | ﹤0.01% | 1856 |
|
|
2018
Q1 | $1.11M | Buy |
18,300
+1,490
| +9% | +$91.7K | ﹤0.01% | 1809 |
|
|
2017
Q4 | $1.13M | Sell |
16,810
-496
| -3% | -$33.9K | ﹤0.01% | 1822 |
|
|
2017
Q3 | $1.14M | Sell |
17,306
-2,015
| -10% | -$134K | ﹤0.01% | 1814 |
|
|
2017
Q2 | $1.25M | Buy |
19,321
+5,725
| +42% | +$362K | ﹤0.01% | 1809 |
|
|
2017
Q1 | $829K | Sell |
13,596
-8,738
| -39% | -$530K | ﹤0.01% | 1838 |
|
|
2016
Q4 | $1.29M | Buy |
22,334
+816
| +4% | +$47.7K | ﹤0.01% | 1780 |
|
|
2016
Q3 | $1.36M | Buy |
21,518
+1,010
| +5% | +$67.4K | ﹤0.01% | 1725 |
|
|
2016
Q2 | $1.39M | Buy |
20,508
+5,053
| +33% | +$317K | ﹤0.01% | 1713 |
|
|
2016
Q1 | $942K | Sell |
15,455
-257
| -2% | -$14.6K | ﹤0.01% | 1739 |
|
|
2015
Q4 | $908K | Buy |
15,712
+199
| +1% | +$11.9K | ﹤0.01% | 1776 |
|
|
2015
Q3 | $878K | Sell |
15,513
-5,084
| -25% | -$296K | ﹤0.01% | 1793 |
|
|
2015
Q2 | $1.19M | Sell |
20,597
-12,562
| -38% | -$785K | ﹤0.01% | 1762 |
|
|
2015
Q1 | $2.21M | Sell |
33,159
-9,523
| -22% | -$654K | ﹤0.01% | 1639 |
|
|
2014
Q4 | $2.93M | Buy |
42,682
+648
| +2% | +$42.8K | ﹤0.01% | 1594 |
|
|
2014
Q3 | $2.63M | Buy |
42,034
+5,394
| +15% | +$353K | ﹤0.01% | 1586 |
|
|
2014
Q2 | $2.31M | Sell |
36,640
-51,990
| -59% | -$3.17M | ﹤0.01% | 1653 |
|
|
2014
Q1 | $5.21M | Buy |
88,630
+2,598
| +3% | +$157K | 0.01% | 1336 |
|
|
2013
Q4 | $5.17M | Buy |
86,032
+16,751
| +24% | +$1.05M | 0.01% | 1332 |
|
|
2013
Q3 | $4.39M | Buy |
69,281
+52,810
| +321% | +$3.48M | 0.01% | 1349 |
|
|
2013
Q2 | $1.07M | Buy |
+16,471
| New | +$1.12M | ﹤0.01% | 1710 |
|
Other funds holding WPC
Principal Financial Group's WPC Position: Q2 2026 in Review
Principal Financial Group increased its W.P. Carey (WPC) stake by 3.4% in Q2 2026, buying an estimated $1.23M and bringing the position to 505,692 shares worth $36.2M. The position accounts for 0.02% of the portfolio, ranked #656.
Principal Financial Group first reported a position in WPC in Q2 2013 and has held it in 53 quarters since. The position peaked at $52M in Q4 2023. 897 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Principal Financial Group held 505,692 shares of W.P. Carey worth $36.2M as of Q2 2026.
- Principal Financial Group bought 16,719 W.P. Carey shares in Q2 2026, an estimated $1.23M.
- W.P. Carey made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #656 holding.
- Principal Financial Group first reported a position in W.P. Carey in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's W.P. Carey position peaked at $52M in Q4 2023.
- 897 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.