CIM
WPC icon

Cambria Investment Management’s W.P. Carey WPC Stock Holding History

Cambria Investment 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
Q2 		$820K Buy
11,466
+2,243
+24% +$164K 0.04% 413
2026
Q1 		$627K Buy
9,223
+348
+4% +$24.4K 0.04% 371
2025
Q4 		$571K Buy
+8,875
New +$591K 0.03% 384
2025
Q1 		– Sell
-9,226
Closed -$503K – 469
2024
Q4 		$503K Buy
9,226
+2,414
+35% +$138K 0.03% 233
2024
Q3 		$424K Buy
+6,812
New +$404K 0.03% 252
2023
Q3 		– Sell
-4,210
Closed -$279K – 285
2023
Q2 		$279K Sell
4,210
-443
-10% -$30.8K 0.02% 246
2023
Q1 		$353K Buy
4,653
+665
+17% +$53K 0.03% 227
2022
Q4 		$305K Buy
+3,988
New +$300K 0.03% 218

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cambria Investment Management's WPC Position: Q2 2026 in Review

Cambria Investment Management increased its W.P. Carey (WPC) stake by 24% in Q2 2026, buying an estimated $164K and bringing the position to 11,466 shares worth $820K. The position accounts for 0.04% of the portfolio, ranked #413.

Cambria Investment Management first reported a position in WPC in Q4 2022 and has held it in 8 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Cambria Investment Management held 11,466 shares of W.P. Carey worth $820K as of Q2 2026.
  • Cambria Investment Management bought 2,243 W.P. Carey shares in Q2 2026, an estimated $164K.
  • W.P. Carey made up 0.04% of Cambria Investment Management's portfolio in Q2 2026, its #413 holding.
  • Cambria Investment Management first reported a position in W.P. Carey in Q4 2022 and has held it in 8 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.