Bank of Montreal’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.04M | Buy |
44,697
+3,957
| +10% | +$278K | ﹤0.01% | 1506 |
|
|
2025
Q4 | $2.62M | Sell |
40,740
-6,226
| -13% | -$415K | ﹤0.01% | 1555 |
|
|
2025
Q3 | $3.17M | Buy |
46,966
+2,270
| +5% | +$149K | ﹤0.01% | 1480 |
|
|
2025
Q2 | $2.79M | Buy |
44,696
+8,754
| +24% | +$539K | ﹤0.01% | 1461 |
|
|
2025
Q1 | $2.27M | Buy |
35,942
+15
| +0% | +$888 | ﹤0.01% | 1456 |
|
|
2024
Q4 | $1.96M | Buy |
35,927
+2,770
| +8% | +$158K | ﹤0.01% | 1558 |
|
|
2024
Q3 | $2.08M | Sell |
33,157
-654
| -2% | -$38.8K | ﹤0.01% | 1680 |
|
|
2024
Q2 | $1.87M | Buy |
33,811
+2,659
| +9% | +$150K | ﹤0.01% | 1694 |
|
|
2024
Q1 | $1.75M | Sell |
31,152
-3,434
| -10% | -$206K | ﹤0.01% | 1701 |
|
|
2023
Q4 | $2.27M | Sell |
34,586
-956,801
| -97% | -$55.1M | ﹤0.01% | 1622 |
|
|
2023
Q3 | $62.2M | Buy |
991,387
+179,790
| +22% | +$11.5M | 0.02% | 356 |
|
|
2023
Q2 | $56.1M | Buy |
811,597
+415,352
| +105% | +$28.9M | 0.02% | 371 |
|
|
2023
Q1 | $30.8M | Buy |
396,245
+201,389
| +103% | +$16M | 0.01% | 532 |
|
|
2022
Q4 | $15M | Buy |
194,856
+871
| +0.4% | +$65.4K | 0.01% | 805 |
|
|
2022
Q3 | $16.1K | Buy |
193,985
+80,094
| +70% | +$6.56M | 0.01% | 780 |
|
|
2022
Q2 | $9.7K | Buy |
113,891
+16,947
| +17% | +$1.37M | ﹤0.01% | 1082 |
|
|
2022
Q1 | $7.81M | Buy |
96,944
+73,928
| +321% | +$5.67M | ﹤0.01% | 1258 |
|
|
2021
Q4 | $1.85M | Sell |
23,016
-82,647
| -78% | -$6.33M | ﹤0.01% | 1620 |
|
|
2021
Q3 | $7.67M | Buy |
105,663
+47,666
| +82% | +$3.63M | ﹤0.01% | 1431 |
|
|
2021
Q2 | $4.32M | Buy |
57,997
+33,499
| +137% | +$2.45M | ﹤0.01% | 1672 |
|
|
2021
Q1 | $1.7M | Buy |
24,498
+2,875
| +13% | +$193K | ﹤0.01% | 1863 |
|
|
2020
Q4 | $1.41M | Sell |
21,623
-50,551
| -70% | -$3.38M | ﹤0.01% | 2026 |
|
|
2020
Q3 | $4.78M | Sell |
72,174
-15,496
| -18% | -$1.04M | ﹤0.01% | 1229 |
|
|
2020
Q2 | $5.67M | Buy |
87,670
+9,324
| +12% | +$579K | 0.01% | 1108 |
|
|
2020
Q1 | $4.18M | Buy |
78,346
+14,021
| +22% | +$1.06M | ﹤0.01% | 1063 |
|
|
2019
Q4 | $5.04M | Sell |
64,325
-18,120
| -22% | -$1.52M | ﹤0.01% | 1348 |
|
|
2019
Q3 | $7.23M | Buy |
82,445
+20,294
| +33% | +$1.73M | 0.01% | 1010 |
|
|
2019
Q2 | $4.94M | Sell |
62,151
-2,845
| -4% | -$225K | ﹤0.01% | 1205 |
|
|
2019
Q1 | $4.99M | Buy |
64,996
+14,264
| +28% | +$1.03M | ﹤0.01% | 1171 |
|
|
2018
Q4 | $3.25M | Buy |
50,732
+2,884
| +6% | +$188K | ﹤0.01% | 1292 |
|
|
2018
Q3 | $3.01M | Buy |
47,848
+3,169
| +7% | +$204K | ﹤0.01% | 1449 |
|
|
2018
Q2 | $2.9M | Sell |
44,679
-949
| -2% | -$60.1K | ﹤0.01% | 1443 |
|
|
2018
Q1 | $2.77M | Buy |
45,628
+5,051
| +12% | +$311K | ﹤0.01% | 1415 |
|
|
2017
Q4 | $2.74M | Sell |
40,577
-1,121
| -3% | -$76.7K | ﹤0.01% | 1432 |
|
|
2017
Q3 | $2.75M | Buy |
41,698
+4,073
| +11% | +$271K | ﹤0.01% | 1456 |
|
|
2017
Q2 | $2.43M | Sell |
37,625
-8,567
| -19% | -$542K | ﹤0.01% | 1526 |
|
|
2017
Q1 | $2.81M | Buy |
46,192
+6,718
| +17% | +$408K | ﹤0.01% | 1344 |
|
|
2016
Q4 | $2.25M | Sell |
39,474
-499
| -1% | -$29.2K | ﹤0.01% | 1486 |
|
|
2016
Q3 | $2.53M | Buy |
39,973
+31,467
| +370% | +$2.1M | ﹤0.01% | 1391 |
|
|
2016
Q2 | $579K | Buy |
8,506
+1,991
| +31% | +$125K | ﹤0.01% | 2063 |
|
|
2016
Q1 | $396K | Buy |
6,515
+237
| +4% | +$13.5K | ﹤0.01% | 2138 |
|
|
2015
Q4 | $363K | Sell |
6,278
-1,261
| -17% | -$75.6K | ﹤0.01% | 2123 |
|
|
2015
Q3 | $427K | Sell |
7,539
-63,814
| -89% | -$3.71M | ﹤0.01% | 1938 |
|
|
2015
Q2 | $4.12M | Sell |
71,353
-172
| -0.2% | -$10.8K | ﹤0.01% | 1128 |
|
|
2015
Q1 | $4.76M | Buy |
71,525
+60,441
| +545% | +$4.15M | 0.01% | 1066 |
|
|
2014
Q4 | $761K | Buy |
11,084
+2,199
| +25% | +$145K | ﹤0.01% | 1850 |
|
|
2014
Q3 | $554K | Buy |
8,885
+590
| +7% | +$38.6K | ﹤0.01% | 2031 |
|
|
2014
Q2 | $523K | Buy |
8,295
+3,655
| +79% | +$223K | ﹤0.01% | 2061 |
|
|
2014
Q1 | $273K | Buy |
4,640
+1,227
| +36% | +$74.1K | ﹤0.01% | 2371 |
|
|
2013
Q4 | $205K | Sell |
3,413
-1,064
| -24% | -$67K | ﹤0.01% | 2232 |
|
|
2013
Q3 | $283K | Sell |
4,477
-1,235
| -22% | -$81.3K | ﹤0.01% | 2079 |
|
|
2013
Q2 | $370K | Buy |
+5,712
| New | +$388K | ﹤0.01% | 1891 |
|
Other funds holding WPC
VPM
VCM
Bank of Montreal's WPC Position: Q1 2026 in Review
Bank of Montreal increased its W.P. Carey (WPC) stake by 9.7% in Q1 2026, buying an estimated $278K and bringing the position to 44,697 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1506.
Bank of Montreal first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. The position peaked at $62.2M in Q3 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Bank of Montreal held 44,697 shares of W.P. Carey worth $3.04M as of Q1 2026.
- Bank of Montreal bought 3,957 W.P. Carey shares in Q1 2026, an estimated $278K.
- W.P. Carey made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1506 holding.
- Bank of Montreal first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's W.P. Carey position peaked at $62.2M in Q3 2023.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.