Sumitomo Mitsui Trust Group
WPC icon

Sumitomo Mitsui Trust Group’s W.P. Carey WPC Stock Holding History

Sumitomo Mitsui Trust Group’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 		$43.2M Sell
636,131
-30,793
-5% -$2.16M 0.03% 482
2025
Q4 		$42.9M Sell
666,924
-8,452
-1% -$563K 0.03% 512
2025
Q3 		$45.6M Buy
675,376
+4,931
+0.7% +$323K 0.03% 499
2025
Q2 		$41.8M Buy
670,445
+1,458
+0.2% +$89.8K 0.03% 502
2025
Q1 		$42.2M Sell
668,987
-1,040
-0.2% -$61.6K 0.03% 491
2024
Q4 		$36.5M Buy
670,027
+19,418
+3% +$1.11M 0.02% 529
2024
Q3 		$40.5M Buy
650,609
+8,049
+1% +$477K 0.03% 505
2024
Q2 		$35.4M Sell
642,560
-113,409
-15% -$6.39M 0.03% 515
2024
Q1 		$42.7M Sell
755,969
-6,943
-0.9% -$416K 0.03% 539
2023
Q4 		$49.4M Sell
762,912
-3,156
-0.4% -$182K 0.04% 471
2023
Q3 		$40.6M Sell
766,068
-13,176
-2% -$844K 0.03% 515
2023
Q2 		$51.6M Buy
779,244
+7,397
+1% +$514K 0.04% 458
2023
Q1 		$58.6M Buy
771,847
+39,818
+5% +$3.17M 0.04% 446
2022
Q4 		$56M Sell
732,029
-23,538
-3% -$1.77M 0.04% 464
2022
Q3 		$51.7M Buy
755,567
+33,538
+5% +$2.75M 0.04% 471
2022
Q2 		$58.6M Buy
722,029
+16,839
+2% +$1.36M 0.05% 447
2022
Q1 		$55.8M Sell
705,190
-10,253
-1% -$787K 0.04% 506
2021
Q4 		$57.5M Sell
715,443
-10,573
-1% -$809K 0.04% 500
2021
Q3 		$51.9M Sell
726,016
-15,376
-2% -$1.17M 0.03% 537
2021
Q2 		$54.2M Sell
741,392
-58,623
-7% -$4.29M 0.03% 530
2021
Q1 		$55.4M Sell
800,015
-33,825
-4% -$2.27M 0.03% 511
2020
Q4 		$57.6M Sell
833,840
-114,848
-12% -$7.67M 0.04% 481
2020
Q3 		$60.5M Sell
948,688
-64,147
-6% -$4.32M 0.04% 441
2020
Q2 		$67.1M Buy
1,012,835
+975
+0.1% +$60.6K 0.05% 406
2020
Q1 		$57.6M Buy
1,011,860
+63,505
+7% +$4.82M 0.05% 395
2019
Q4 		$74.3M Buy
948,355
+84,240
+10% +$7.06M 0.06% 353
2019
Q3 		$75.7M Buy
864,115
+51,159
+6% +$4.36M 0.07% 315
2019
Q2 		$64.6M Buy
812,956
+133,287
+20% +$10.6M 0.06% 350
2019
Q1 		$52.1M Sell
679,669
-50,999
-7% -$3.67M 0.05% 409
2018
Q4 		$46.7M Buy
730,668
+616,769
+542% +$40.1M 0.05% 399
2018
Q3 		$7.17M Buy
113,899
+1,979
+2% +$127K 0.01% 681
2018
Q2 		$7.27M Buy
111,920
+8,264
+8% +$524K 0.01% 681
2018
Q1 		$6.29M Buy
103,656
+2,589
+3% +$159K 0.01% 684
2017
Q4 		$6.82M Sell
101,067
-2,107
-2% -$144K 0.01% 680
2017
Q3 		$6.81M Sell
103,174
-1,161
-1% -$77.2K 0.01% 676
2017
Q2 		$6.75M Buy
104,335
+326
+0.3% +$20.6K 0.01% 676
2017
Q1 		$6.34M Sell
104,009
-3,973
-4% -$241K 0.01% 653
2016
Q4 		$6.25M Buy
107,982
+32,445
+43% +$1.9M 0.01% 655
2016
Q3 		$4.77M Buy
75,537
+2,491
+3% +$166K 0.01% 664
2016
Q2 		$4.97M Sell
73,046
-530
-0.7% -$33.3K 0.01% 656
2016
Q1 		$4.49M Buy
73,576
+333
+0.5% +$18.9K 0.01% 669
2015
Q4 		$4.28M Buy
73,243
+2,129
+3% +$128K 0.01% 678
2015
Q3 		$4.03M Buy
71,114
+1,673
+2% +$97.4K 0.01% 671
2015
Q2 		$4.01M Buy
69,441
+5,951
+9% +$372K 0.01% 695
2015
Q1 		$4.23M Sell
63,490
-1,658
-3% -$114K 0.01% 678
2014
Q4 		$4.57M Sell
65,148
-5,372
-8% -$355K 0.01% 669
2014
Q3 		$4.41M Buy
70,520
+29,087
+70% +$1.9M 0.01% 661
2014
Q2 		$2.61M Buy
41,433
+2,306
+6% +$141K 0.01% 654
2014
Q1 		$2.3M Buy
39,127
+2,741
+8% +$166K ﹤0.01% 653
2013
Q4 		$2.2M Sell
36,386
-1,336
-4% -$84.1K ﹤0.01% 650
2013
Q3 		$2.39M Sell
37,722
-850
-2% -$55.9K 0.01% 638
2013
Q2 		$2.5M Buy
+38,572
New +$2.62M 0.01% 636

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

Sumitomo Mitsui Trust Group's WPC Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its W.P. Carey (WPC) stake by 4.6% in Q1 2026, selling an estimated $2.16M and leaving 636,131 shares worth $43.2M. The position accounts for 0.03% of the portfolio, ranked #482.

Sumitomo Mitsui Trust Group first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. The position peaked at $75.7M in Q3 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 636,131 shares of W.P. Carey worth $43.2M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 30,793 W.P. Carey shares in Q1 2026, an estimated $2.16M.
  • W.P. Carey made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #482 holding.
  • Sumitomo Mitsui Trust Group first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's W.P. Carey position peaked at $75.7M in Q3 2019.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.