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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cambria Investment Management's WPC Position: Q1 2026 in Review

Cambria Investment Management increased its W.P. Carey (WPC) stake by 3.9% in Q1 2026, buying an estimated $24.4K and bringing the position to 9,223 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #371.

Cambria Investment Management first reported a position in WPC in Q4 2022 and has held it in 7 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Cambria Investment Management held 9,223 shares of W.P. Carey worth $627K as of Q1 2026.
  • Cambria Investment Management bought 348 W.P. Carey shares in Q1 2026, an estimated $24.4K.
  • W.P. Carey made up 0.04% of Cambria Investment Management's portfolio in Q1 2026, its #371 holding.
  • Cambria Investment Management first reported a position in W.P. Carey in Q4 2022 and has held it in 7 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.