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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
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 $5.7T 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 $653B AUM 32.41% 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 $1.47T 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