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

Tokio Marine 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	$588K	Sell	8,650 -75	-0.9%	-$5.26K	0.02%	468
2025 Q4	$562K	Buy	8,725 +509	+6%	+$33.9K	0.02%	478
2025 Q3	$555K	Buy	8,216 +485	+6%	+$31.7K	0.02%	472
2025 Q2	$482K	Buy	7,731 +1,092	+16%	+$67.2K	0.02%	483
2025 Q1	$419K	Buy	6,639 +729	+12%	+$43.2K	0.02%	511
2024 Q4	$322K	Hold	5,910	–	–	0.01%	550
2024 Q3	$368K	Buy	5,910 +352	+6%	+$20.9K	0.02%	526
2024 Q2	$306K	Hold	5,558	–	–	0.01%	524
2024 Q1	$314K	Hold	5,558	–	–	0.02%	530
2023 Q4	$360K	Sell	5,558 -117	-2%	-$6.74K	0.02%	494
2023 Q3	$301K	Buy	5,675 +1,959	+53%	+$125K	0.02%	498
2023 Q2	$246K	Buy	3,716 +630	+20%	+$43.8K	0.02%	525
2023 Q1	$234K	Hold	3,086	–	–	0.02%	521
2022 Q4	$236K	Buy	3,086 +48	+2%	+$3.6K	0.02%	498
2022 Q3	$208K	Buy	+3,038	New	+$249K	0.02%	480

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tokio Marine Asset Management's WPC Position: Q1 2026 in Review

Tokio Marine Asset Management reduced its W.P. Carey (WPC) stake by 0.86% in Q1 2026, selling an estimated $5.26K and leaving 8,650 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #468.

Tokio Marine Asset Management first reported a position in WPC in Q3 2022 and has held it in 15 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Tokio Marine Asset Management held 8,650 shares of W.P. Carey worth $588K as of Q1 2026.
Tokio Marine Asset Management sold 75 W.P. Carey shares in Q1 2026, an estimated $5.26K.
W.P. Carey made up 0.02% of Tokio Marine Asset Management's portfolio in Q1 2026, its #468 holding.
Tokio Marine Asset Management first reported a position in W.P. Carey in Q3 2022 and has held it in 15 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

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