TAIM
WPC icon

Te Ahumairangi Investment Management’s W.P. Carey WPC Stock Holding History

Te Ahumairangi Investment 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 		$5.09M Buy
71,217
+1,900
+3% +$139K 0.82% 45
2026
Q1 		$4.71M Sell
69,317
-9,980
-13% -$700K 0.79% 46
2025
Q4 		$5.1M Sell
79,297
-200
-0.3% -$13.3K 0.91% 35
2025
Q3 		$5.37M Buy
79,497
+950
+1% +$62.2K 0.91% 37
2025
Q2 		$4.9M Buy
78,547
+3,920
+5% +$241K 0.88% 41
2025
Q1 		$4.71M Sell
74,627
-9,400
-11% -$556K 1% 35
2024
Q4 		$4.58M Buy
84,027
+3,746
+5% +$213K 0.96% 40
2024
Q3 		$4.97M Sell
80,281
-2,900
-3% -$172K 0.88% 48
2024
Q2 		$4.58M Sell
83,181
-740
-0.9% -$41.7K 0.88% 46
2024
Q1 		$4.74M Buy
83,921
+22,230
+36% +$1.33M 0.82% 49
2023
Q4 		$4M Sell
61,691
-7,624
-11% -$439K 0.76% 50
2023
Q3 		$3.67M Sell
69,315
-10,148
-13% -$650K 0.6% 60
2023
Q2 		$5.26M Buy
79,463
+3,829
+5% +$266K 0.72% 55
2023
Q1 		$5.74M Buy
75,634
+3,063
+4% +$244K 0.82% 50
2022
Q4 		$5.55M Buy
72,571
+679
+0.9% +$51K 0.87% 48
2022
Q3 		$4.92M Sell
71,892
-2,302
-3% -$188K 0.83% 49
2022
Q2 		$6.02M Sell
74,194
-11,977
-14% -$966K 0.91% 45
2022
Q1 		$6.82M Buy
86,171
+2,396
+3% +$184K 0.93% 45
2021
Q4 		$6.73M Sell
83,775
-2,553
-3% -$195K 0.87% 49
2021
Q3 		$6.18M Buy
86,328
+16,643
+24% +$1.27M 0.85% 51
2021
Q2 		$5.09M Buy
69,685
+510
+0.7% +$37.3K 0.67% 63
2021
Q1 		$4.79M Hold
69,175
– – 0.62% 68
2020
Q4 		$4.78M Buy
69,175
+21,441
+45% +$1.43M 0.67% 60
2020
Q3 		$3.05M Buy
+47,734
New +$3.22M 0.52% 69

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Te Ahumairangi Investment Management's WPC Position: Q2 2026 in Review

Te Ahumairangi Investment Management increased its W.P. Carey (WPC) stake by 2.7% in Q2 2026, buying an estimated $139K and bringing the position to 71,217 shares worth $5.09M. The position accounts for 0.82% of the portfolio, ranked #45.

Te Ahumairangi Investment Management first reported a position in WPC in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.82M in Q1 2022. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Te Ahumairangi Investment Management held 71,217 shares of W.P. Carey worth $5.09M as of Q2 2026.
  • Te Ahumairangi Investment Management bought 1,900 W.P. Carey shares in Q2 2026, an estimated $139K.
  • W.P. Carey made up 0.82% of Te Ahumairangi Investment Management's portfolio in Q2 2026, its #45 holding.
  • Te Ahumairangi Investment Management first reported a position in W.P. Carey in Q3 2020 and has held it in 24 quarters since.
  • Te Ahumairangi Investment Management's W.P. Carey position peaked at $6.82M in Q1 2022.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Te Ahumairangi Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.