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
Q3 		$10.5M Buy
162,465
+2,983
+2% +$212K 0.01% 492
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 ﹤0.01% 612
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Swedbank's WPC Position: Q3 2026 in Review

Swedbank increased its W.P. Carey (WPC) stake by 1.9% in Q3 2026, buying an estimated $212K and bringing the position to 162,465 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #492.

Swedbank first reported a position in WPC in Q1 2021 and has held it in 23 quarters since. The position peaked at $20.5M in Q4 2022. 259 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Swedbank held 162,465 shares of W.P. Carey worth $10.5M as of Q3 2026.
  • Swedbank bought 2,983 W.P. Carey shares in Q3 2026, an estimated $212K.
  • W.P. Carey made up 0.01% of Swedbank's portfolio in Q3 2026, its #492 holding.
  • Swedbank first reported a position in W.P. Carey in Q1 2021 and has held it in 23 quarters since.
  • Swedbank's W.P. Carey position peaked at $20.5M in Q4 2022.
  • 259 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Swedbank's 13F filing for Q3 2026, filed 27 Oct 2026.