Bank of Montreal’s W.P. Carey WPC Stock Holding History

Bank of Montreal’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
2023 Q1	–	Sell	-18,276	Closed	-$1.41M	–	4232
2022 Q4	$1.41M	Buy	+18,276	New	+$1.37M	﹤0.01%	1982
2021 Q1	–	Sell	-30,630	Closed	-$1.99M	–	5375
2020 Q4	$1.99M	Buy	+30,630	New	+$2.05M	﹤0.01%	1827
2019 Q1	–	Sell	-8,474	Closed	-$542K	–	4791
2018 Q4	$542K	Buy	+8,474	New	+$551K	﹤0.01%	2142

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 $315B AUM 27.84% 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

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. 867 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.
867 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.