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

Royal London 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	$6.74M	Sell	94,289 -4,979	-5%	-$365K	0.01%	510
2026 Q1	$6.75M	Hold	99,268	–	–	0.01%	510
2025 Q4	$6.39M	Buy	99,268 +694	+0.7%	+$46.2K	0.01%	513
2025 Q3	$6.66M	Sell	98,574 -9,403	-9%	-$615K	0.01%	507
2025 Q2	$6.74M	Sell	107,977 -5,225	-5%	-$322K	0.02%	510
2025 Q1	$7.14M	Sell	113,202 -1,697	-1%	-$100K	0.02%	509
2024 Q4	$6.26M	Buy	114,899 +983	+0.9%	+$56K	0.02%	519
2024 Q3	$7.1M	Buy	113,916 +1,727	+2%	+$102K	0.02%	495
2024 Q2	$6.18M	Buy	112,189 +7,104	+7%	+$400K	0.02%	501
2024 Q1	$5.93M	Sell	105,085 -619	-0.6%	-$37K	0.01%	522
2023 Q4	$6.85M	Buy	105,704 +69	+0.1%	+$3.98K	0.02%	473
2023 Q3	$5.6M	Buy	105,635 +13,313	+14%	+$853K	0.02%	487
2023 Q2	$6.11M	Buy	92,322 +5,292	+6%	+$368K	0.02%	460
2023 Q1	$6.6M	Buy	87,030 +1,295	+2%	+$103K	0.03%	403
2022 Q4	$6.56M	Buy	85,735 +5,573	+7%	+$419K	0.03%	402
2022 Q3	$5.48M	Sell	80,162 -4,531	-5%	-$371K	0.03%	408
2022 Q2	$6.88M	Buy	84,693 +8,556	+11%	+$690K	0.03%	377
2022 Q1	$6.03M	Buy	76,137 +10,016	+15%	+$768K	0.02%	454
2021 Q4	$5.32M	Hold	66,121	–	–	0.02%	474
2021 Q3	$4.73M	Hold	66,121	–	–	0.02%	503
2021 Q2	$4.83M	Hold	66,121	–	–	0.02%	524
2021 Q1	$4.58M	Buy	66,121 +3,588	+6%	+$241K	0.02%	517
2020 Q4	$4.32M	Sell	62,533 -1,589	-2%	-$106K	0.02%	477
2020 Q3	$4.09M	Hold	64,122	–	–	0.02%	447
2020 Q2	$4.2M	Hold	64,122	–	–	0.03%	423
2020 Q1	$3.73M	Sell	64,122 -1,465	-2%	-$111K	0.03%	424
2019 Q4	$5.08M	Buy	65,587 +9,351	+17%	+$784K	0.04%	418
2019 Q3	$4.93M	Buy	56,236 +233	+0.4%	+$19.9K	0.04%	415
2019 Q2	$4.45M	Sell	56,003 -6,017	-10%	-$477K	0.04%	385
2019 Q1	$4.76M	Buy	+62,020	New	+$4.47M	0.04%	439

Other funds holding WPC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Royal London Asset Management's WPC Position: Q2 2026 in Review

Royal London Asset Management reduced its W.P. Carey (WPC) stake by 5% in Q2 2026, selling an estimated $365K and leaving 94,289 shares worth $6.74M. The position accounts for 0.01% of the portfolio, ranked #510.

Royal London Asset Management first reported a position in WPC in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.14M in Q1 2025. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Royal London Asset Management held 94,289 shares of W.P. Carey worth $6.74M as of Q2 2026.
Royal London Asset Management sold 4,979 W.P. Carey shares in Q2 2026, an estimated $365K.
W.P. Carey made up 0.01% of Royal London Asset Management's portfolio in Q2 2026, its #510 holding.
Royal London Asset Management first reported a position in W.P. Carey in Q1 2019 and has held it in 30 quarters since.
Royal London Asset Management's W.P. Carey position peaked at $7.14M in Q1 2025.
903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.