Swedbank
WPC icon

Swedbank’s W.P. Carey WPC Stock Holding History

Swedbank’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 		$11.4M Sell
159,482
-18,421
-10% -$1.35M 0.01% 497
2026
Q1 		$12.1M Buy
177,903
+42,054
+31% +$2.95M 0.01% 462
2025
Q4 		$8.74M Buy
135,849
+75,253
+124% +$5.01M 0.01% 519
2025
Q3 		$4.09M Buy
60,596
+11,821
+24% +$774K ﹤0.01% 574
2025
Q2 		$3.04M Buy
48,775
+16,816
+53% +$1.04M ﹤0.01% 584
2025
Q1 		$2.02M Hold
31,959
– – ﹤0.01% 612
2024
Q4 		$1.74M Hold
31,959
– – ﹤0.01% 631
2024
Q3 		$1.99M Hold
31,959
– – ﹤0.01% 609
2024
Q2 		$1.76M Hold
31,959
– – ﹤0.01% 617
2024
Q1 		$1.8M Sell
31,959
-60
-0.2% -$3.59K 0.02% 478
2023
Q4 		$2.08M Sell
32,019
-672
-2% -$38.7K ﹤0.01% 593
2023
Q3 		$1.73M Sell
32,691
-234,851
-88% -$15M ﹤0.01% 595
2023
Q2 		$17.7M Hold
267,542
– – 0.03% 329
2023
Q1 		$20.3M Hold
267,542
– – 0.04% 306
2022
Q4 		$20.5M Hold
267,542
– – 0.05% 309
2022
Q3 		$18.3M Buy
267,542
+25,568
+11% +$2.09M 0.04% 316
2022
Q2 		$19.6M Buy
241,974
+511
+0.2% +$41.2K 0.04% 299
2022
Q1 		$19.1M Buy
241,463
+20
+0% +$1.53K 0.04% 342
2021
Q4 		$19.4M Sell
241,443
-30,204
-11% -$2.31M 0.03% 360
2021
Q3 		$19.4M Buy
271,647
+60,869
+29% +$4.63M 0.04% 348
2021
Q2 		$15.4M Buy
210,778
+20,435
+11% +$1.5M 0.03% 398
2021
Q1 		$13.2M Buy
+190,343
New +$12.8M 0.03% 410

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Swedbank's WPC Position: Q2 2026 in Review

Swedbank reduced its W.P. Carey (WPC) stake by 10% in Q2 2026, selling an estimated $1.35M and leaving 159,482 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #497.

Swedbank first reported a position in WPC in Q1 2021 and has held it in 22 quarters since. The position peaked at $20.5M in Q4 2022. 114 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Swedbank held 159,482 shares of W.P. Carey worth $11.4M as of Q2 2026.
  • Swedbank sold 18,421 W.P. Carey shares in Q2 2026, an estimated $1.35M.
  • W.P. Carey made up 0.01% of Swedbank's portfolio in Q2 2026, its #497 holding.
  • Swedbank first reported a position in W.P. Carey in Q1 2021 and has held it in 22 quarters since.
  • Swedbank's W.P. Carey position peaked at $20.5M in Q4 2022.
  • 114 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Swedbank's 13F filing for Q2 2026, filed 15 Jul 2026.