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Towarzystwo Funduszy Inwestycyjnych PZU SA’s W.P. Carey WPC Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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 		$93K Buy
1,300
+300
+30% +$22K 0.03% 358
2026
Q1 		$68K Sell
1,000
-420
-30% -$29.5K 0.02% 351
2025
Q4 		$91.4K Hold
1,420
– – 0.02% 291
2025
Q3 		$95.9K Buy
1,420
+250
+21% +$16.4K 0.02% 272
2025
Q2 		$73K Hold
1,170
– – 0.02% 311
2025
Q1 		$73.8K Hold
1,170
– – 0.03% 287
2024
Q4 		$63.7K Buy
1,170
+470
+67% +$26.8K 0.02% 301
2024
Q3 		$43.6K Buy
700
+400
+133% +$23.7K 0.02% 370
2024
Q2 		$16.5K Hold
300
– – 0.01% 474
2024
Q1 		$16.9K Hold
300
– – 0.01% 479
2023
Q4 		$19.4K Buy
+300
New +$17.3K 0.01% 442

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's WPC Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its W.P. Carey (WPC) stake by 30% in Q2 2026, buying an estimated $22K and bringing the position to 1,300 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #358.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $95.9K in Q3 2025. 603 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Towarzystwo Funduszy Inwestycyjnych PZU SA held 1,300 shares of W.P. Carey worth $93K as of Q2 2026.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA bought 300 W.P. Carey shares in Q2 2026, an estimated $22K.
  • W.P. Carey made up 0.03% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #358 holding.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA's W.P. Carey position peaked at $95.9K in Q3 2025.
  • 603 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.