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

Resona 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
Q2 		$9.33M Buy
127,691
+263
+0.2% +$19.3K 0.04% 341
2026
Q1 		$8.66M Buy
127,428
+3,363
+3% +$236K 0.04% 355
2025
Q4 		$8.02M Sell
124,065
-3,797
-3% -$253K 0.04% 381
2025
Q3 		$8.69M Buy
127,862
+6,957
+6% +$455K 0.04% 365
2025
Q2 		$7.58M Sell
120,905
-8,451
-7% -$520K 0.04% 400
2025
Q1 		$8.12M Buy
129,356
+9,794
+8% +$580K 0.05% 345
2024
Q4 		$6.52M Buy
119,562
+1,719
+1% +$97.9K 0.04% 391
2024
Q3 		$7.38M Sell
117,843
-6,729
-5% -$399K 0.04% 372
2024
Q2 		$6.91M Buy
124,572
+3,628
+3% +$204K 0.04% 370
2024
Q1 		$6.83M Buy
+120,944
New +$7.24M 0.04% 391

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Resona Asset Management's WPC Position: Q2 2026 in Review

Resona Asset Management increased its W.P. Carey (WPC) stake by 0.21% in Q2 2026, buying an estimated $19.3K and bringing the position to 127,691 shares worth $9.33M. The position accounts for 0.04% of the portfolio, ranked #341.

Resona Asset Management first reported a position in WPC in Q1 2024 and has held it in 10 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Resona Asset Management held 127,691 shares of W.P. Carey worth $9.33M as of Q2 2026.
  • Resona Asset Management bought 263 W.P. Carey shares in Q2 2026, an estimated $19.3K.
  • W.P. Carey made up 0.04% of Resona Asset Management's portfolio in Q2 2026, its #341 holding.
  • Resona Asset Management first reported a position in W.P. Carey in Q1 2024 and has held it in 10 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.