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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
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 $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

Te Ahumairangi Investment Management's WPC Position: Q1 2026 in Review

Te Ahumairangi Investment Management reduced its W.P. Carey (WPC) stake by 13% in Q1 2026, selling an estimated $700K and leaving 69,317 shares worth $4.71M. The position accounts for 0.79% of the portfolio, ranked #46.

Te Ahumairangi Investment Management first reported a position in WPC in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.82M in Q1 2022. 867 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Te Ahumairangi Investment Management held 69,317 shares of W.P. Carey worth $4.71M as of Q1 2026.
  • Te Ahumairangi Investment Management sold 9,980 W.P. Carey shares in Q1 2026, an estimated $700K.
  • W.P. Carey made up 0.79% of Te Ahumairangi Investment Management's portfolio in Q1 2026, its #46 holding.
  • Te Ahumairangi Investment Management first reported a position in W.P. Carey in Q3 2020 and has held it in 23 quarters since.
  • Te Ahumairangi Investment Management's W.P. Carey position peaked at $6.82M in Q1 2022.
  • 867 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Te Ahumairangi Investment Management's 13F filing for Q1 2026, filed 15 May 2026.