RIM
WPC icon

Rakuten Investment Management’s W.P. Carey WPC Stock Holding History

Rakuten Investment 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 		$743K Buy
10,941
+1,664
+18% +$117K ﹤0.01% 438
2025
Q4 		$601K Sell
9,277
-203,168
-96% -$13.5M ﹤0.01% 565
2025
Q3 		$24.4M Buy
+212,445
New +$13.9M 0.09% 63
2025
Q1 		$379K Buy
+6,039
New +$357K ﹤0.01% 604
2024
Q3 		$251K Buy
4,003
+995
+33% +$59K ﹤0.01% 479
2024
Q2 		$167K Buy
3,008
+1,116
+59% +$62.9K ﹤0.01% 483
2024
Q1 		$107K Buy
1,892
+1,739
+1,137% +$104K ﹤0.01% 479
2023
Q4 		$10K Buy
+153
New +$8.81K ﹤0.01% 474

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Rakuten Investment Management's WPC Position: Q1 2026 in Review

Rakuten Investment Management increased its W.P. Carey (WPC) stake by 18% in Q1 2026, buying an estimated $117K and bringing the position to 10,941 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Rakuten Investment Management first reported a position in WPC in Q4 2023 and has held it in 8 quarters since. The position peaked at $24.4M in Q3 2025. 866 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Rakuten Investment Management held 10,941 shares of W.P. Carey worth $743K as of Q1 2026.
  • Rakuten Investment Management bought 1,664 W.P. Carey shares in Q1 2026, an estimated $117K.
  • W.P. Carey made up ﹤0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #438 holding.
  • Rakuten Investment Management first reported a position in W.P. Carey in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Investment Management's W.P. Carey position peaked at $24.4M in Q3 2025.
  • 866 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.