UniSuper Management’s W.P. Carey WPC Stock Holding History

UniSuper 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	$3.32M	Buy	48,800 +300	+0.6%	+$21K	0.02%	346
2025 Q4	$3.12M	Sell	48,500 -16,900	-26%	-$1.13M	0.02%	360
2025 Q3	$4.42M	Hold	65,400	–	–	0.03%	306
2025 Q2	$4.08M	Hold	65,400	–	–	0.03%	283
2025 Q1	$4.13M	Buy	65,400 +300	+0.5%	+$17.8K	0.03%	266
2024 Q4	$3.55M	Sell	65,100 -3,713	-5%	-$212K	0.03%	297
2024 Q3	$4.29M	Buy	68,813 +1,291	+2%	+$76.5K	0.03%	252
2024 Q2	$3.72M	Buy	67,522 +2,322	+4%	+$131K	0.03%	248
2024 Q1	$3.68M	Buy	65,200 +3,200	+5%	+$192K	0.04%	193
2023 Q4	$4.02M	Sell	62,000 -1,200	-2%	-$69.1K	0.04%	191
2023 Q3	$3.35M	Buy	63,200 +715	+1%	+$45.8K	0.04%	190
2023 Q2	$4.13M	Buy	+62,485	New	+$4.34M	0.05%	187

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

UniSuper Management's WPC Position: Q1 2026 in Review

UniSuper Management increased its W.P. Carey (WPC) stake by 0.62% in Q1 2026, buying an estimated $21K and bringing the position to 48,800 shares worth $3.32M. The position accounts for 0.02% of the portfolio, ranked #346.

UniSuper Management first reported a position in WPC in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.42M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

UniSuper Management held 48,800 shares of W.P. Carey worth $3.32M as of Q1 2026.
UniSuper Management bought 300 W.P. Carey shares in Q1 2026, an estimated $21K.
W.P. Carey made up 0.02% of UniSuper Management's portfolio in Q1 2026, its #346 holding.
UniSuper Management first reported a position in W.P. Carey in Q2 2023 and has held it in 12 quarters since.
UniSuper Management's W.P. Carey position peaked at $4.42M in Q3 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

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