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
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

Bank of Montreal's WPC Position: Q2 2026 in Review

Bank of Montreal increased its W.P. Carey (WPC) stake by 1,203% in Q2 2026, buying an estimated $39.4M and bringing the position to 582,527 shares worth $41.7M. The position accounts for 0.01% of the portfolio, ranked #654.

Bank of Montreal first reported a position in WPC in Q2 2013 and has held it in 53 quarters since. The position peaked at $62.2M in Q3 2023. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Bank of Montreal held 582,527 shares of W.P. Carey worth $41.7M as of Q2 2026.
  • Bank of Montreal bought 537,830 W.P. Carey shares in Q2 2026, an estimated $39.4M.
  • W.P. Carey made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #654 holding.
  • Bank of Montreal first reported a position in W.P. Carey in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's W.P. Carey position peaked at $62.2M in Q3 2023.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.