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

TD 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
Q1 		$2M Buy
29,421
+2,559
+10% +$179K ﹤0.01% 967
2025
Q4 		$1.73M Buy
26,862
+2,077
+8% +$138K ﹤0.01% 1014
2025
Q3 		$1.67M Sell
24,785
-17,308
-41% -$1.13M ﹤0.01% 1009
2025
Q2 		$2.63M Sell
42,093
-324
-0.8% -$20K ﹤0.01% 876
2025
Q1 		$2.68M Buy
42,417
+796
+2% +$47.1K ﹤0.01% 893
2024
Q4 		$2.27M Buy
41,621
+7,774
+23% +$443K ﹤0.01% 976
2024
Q3 		$2.12M Buy
33,847
+434
+1% +$25.7K ﹤0.01% 1017
2024
Q2 		$1.84M Buy
33,413
+171
+0.5% +$9.64K ﹤0.01% 1028
2024
Q1 		$1.88M Buy
33,242
+547
+2% +$32.7K ﹤0.01% 1047
2023
Q4 		$2.12M Buy
32,695
+3,481
+12% +$201K ﹤0.01% 986
2023
Q3 		$1.55M Sell
29,214
-75,775
-72% -$4.85M ﹤0.01% 1029
2023
Q2 		$6.95M Sell
104,989
-20,460
-16% -$1.42M 0.01% 672
2023
Q1 		$9.52M Sell
125,449
-9,077
-7% -$723K 0.01% 618
2022
Q4 		$10.3M Buy
134,526
+10,334
+8% +$776K 0.01% 595
2022
Q3 		$8.37M Sell
124,192
-6,901
-5% -$565K 0.01% 634
2022
Q2 		$10.6M Sell
131,093
-4,763
-4% -$384K 0.01% 592
2022
Q1 		$10.8M Buy
135,856
+41,737
+44% +$3.2M 0.01% 642
2021
Q4 		$7.56M Buy
94,119
+4,205
+5% +$322K 0.01% 752
2021
Q3 		$6.43M Buy
89,914
+437
+0.5% +$33.3K 0.01% 762
2021
Q2 		$7.07M Buy
89,477
+34,573
+63% +$2.53M 0.01% 744
2021
Q1 		$3.81M Buy
54,904
+26,921
+96% +$1.8M ﹤0.01% 907
2020
Q4 		$1.93M Buy
27,983
+1,475
+6% +$98.5K ﹤0.01% 1047
2020
Q3 		$1.69M Buy
26,508
+14,133
+114% +$952K ﹤0.01% 951
2020
Q2 		$820K Sell
12,375
-306
-2% -$19K ﹤0.01% 1107
2020
Q1 		$721K Buy
12,681
+204
+2% +$15.5K ﹤0.01% 1084
2019
Q4 		$978K Buy
12,477
+8,090
+184% +$678K ﹤0.01% 1098
2019
Q3 		$385K Buy
4,387
+306
+7% +$26.1K ﹤0.01% 1217
2019
Q2 		$324K Buy
4,081
+3
+0.1% +$238 ﹤0.01% 1237
2019
Q1 		$313K Buy
4,078
+140
+4% +$10.1K ﹤0.01% 1257
2018
Q4 		$252K Buy
+3,938
New +$256K ﹤0.01% 1330

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

TD Asset Management's WPC Position: Q1 2026 in Review

TD Asset Management increased its W.P. Carey (WPC) stake by 9.5% in Q1 2026, buying an estimated $179K and bringing the position to 29,421 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #967.

TD Asset Management first reported a position in WPC in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.8M in Q1 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • TD Asset Management held 29,421 shares of W.P. Carey worth $2M as of Q1 2026.
  • TD Asset Management bought 2,559 W.P. Carey shares in Q1 2026, an estimated $179K.
  • W.P. Carey made up ﹤0.01% of TD Asset Management's portfolio in Q1 2026, its #967 holding.
  • TD Asset Management first reported a position in W.P. Carey in Q4 2018 and has held it in 30 quarters since.
  • TD Asset Management's W.P. Carey position peaked at $10.8M in Q1 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on TD Asset Management's 13F filing for Q1 2026, filed 11 May 2026.