Swiss Life Asset Management’s W.P. Carey WPC Stock Holding History

Swiss Life 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	$2.02M	Sell	28,279 -4,823	-15%	-$353K	0.01%	584
2026 Q1	$2.25M	Buy	33,102 +18,834	+132%	+$1.32M	0.01%	530
2025 Q4	$918K	Sell	14,268 -16,322	-53%	-$1.09M	﹤0.01%	658
2025 Q3	$2.07M	Sell	30,590 -62,034	-67%	-$4.06M	0.01%	561
2025 Q2	$5.78M	Buy	92,624 +70,767	+324%	+$4.36M	0.03%	340
2025 Q1	$1.38M	Buy	21,857 +6,903	+46%	+$409K	0.01%	566
2024 Q4	$813K	Buy	14,954 +9,412	+170%	+$536K	0.01%	612
2024 Q3	$345K	Buy	+5,542	New	+$329K	﹤0.01%	581
2024 Q1	–	Sell	-10,921	Closed	-$709K	–	630
2023 Q4	$709K	Buy	+10,921	New	+$629K	0.01%	520
2022 Q3	–	Sell	-3,720	Closed	-$303K	–	642
2022 Q2	$303K	Sell	3,720 -115	-3%	-$9.28K	﹤0.01%	564
2022 Q1	$302K	Sell	3,835 -16,958	-82%	-$1.3M	﹤0.01%	553
2021 Q4	$1.67M	Buy	20,793 +14,862	+251%	+$1.14M	0.02%	432
2021 Q3	$424K	Buy	+5,931	New	+$451K	0.01%	510
2019 Q3	–	Sell	-41,025	Closed	-$3.26M	–	551
2019 Q2	$3.26M	Sell	41,025 -24,420	-37%	-$1.93M	0.04%	232
2019 Q1	$5.02M	Buy	+65,445	New	+$4.71M	0.06%	182

Other funds holding WPC

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Swiss Life Asset Management's WPC Position: Q2 2026 in Review

Swiss Life Asset Management reduced its W.P. Carey (WPC) stake by 15% in Q2 2026, selling an estimated $353K and leaving 28,279 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #584.

Swiss Life Asset Management first reported a position in WPC in Q1 2019 and has held it in 15 quarters since. The position peaked at $5.78M in Q2 2025. 649 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Swiss Life Asset Management held 28,279 shares of W.P. Carey worth $2.02M as of Q2 2026.
Swiss Life Asset Management sold 4,823 W.P. Carey shares in Q2 2026, an estimated $353K.
W.P. Carey made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #584 holding.
Swiss Life Asset Management first reported a position in W.P. Carey in Q1 2019 and has held it in 15 quarters since.
Swiss Life Asset Management's W.P. Carey position peaked at $5.78M in Q2 2025.
649 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.