Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s W.P. Carey WPC Stock Holding History

Cambridge Investment Research Advisors’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 		$9.75M Sell
143,477
-1,894
-1% -$133K 0.03% 630
2025
Q4 		$9.36M Sell
145,371
-2,117
-1% -$141K 0.02% 611
2025
Q3 		$9.97M Buy
147,488
+7,970
+6% +$522K 0.03% 567
2025
Q2 		$8.7M Sell
139,518
-13,979
-9% -$861K 0.03% 594
2025
Q1 		$9.69M Buy
153,497
+1,288
+0.8% +$76.2K 0.03% 522
2024
Q4 		$8.29M Sell
152,209
-5,517
-3% -$314K 0.03% 564
2024
Q3 		$9.83M Sell
157,726
-14,926
-9% -$885K 0.03% 507
2024
Q2 		$9.5M Sell
172,652
-3,814
-2% -$215K 0.04% 493
2024
Q1 		$9.96M Sell
176,466
-8,861
-5% -$530K 0.04% 460
2023
Q4 		$12M Sell
185,327
-41,956
-18% -$2.42M 0.05% 336
2023
Q3 		$12M Sell
227,283
-31,232
-12% -$2M 0.06% 318
2023
Q2 		$17.1M Sell
258,515
-36,479
-12% -$2.54M 0.08% 254
2023
Q1 		$22.4M Sell
294,994
-8,126
-3% -$647K 0.11% 195
2022
Q4 		$23.2M Sell
303,120
-9,227
-3% -$693K 0.12% 175
2022
Q3 		$21.4M Buy
312,347
+92,521
+42% +$7.57M 0.12% 174
2022
Q2 		$17.8M Buy
219,826
+573
+0.3% +$46.2K 0.1% 209
2022
Q1 		$17.4M Buy
219,253
+8,621
+4% +$661K 0.08% 248
2021
Q4 		$16.9M Buy
210,632
+3,655
+2% +$280K 0.08% 246
2021
Q3 		$14.8M Buy
206,977
+567
+0.3% +$43.2K 0.07% 264
2021
Q2 		$15.1M Buy
206,410
+4,280
+2% +$313K 0.07% 264
2021
Q1 		$14M Buy
202,130
+12,236
+6% +$820K 0.08% 252
2020
Q4 		$13.1M Buy
189,894
+12,162
+7% +$812K 0.08% 244
2020
Q3 		$11.3M Buy
177,732
+6,502
+4% +$438K 0.08% 245
2020
Q2 		$11.3M Sell
171,230
-15,801
-8% -$981K 0.09% 237
2020
Q1 		$10.6M Sell
187,031
-6,032
-3% -$457K 0.1% 190
2019
Q4 		$15.1M Sell
193,063
-16,998
-8% -$1.42M 0.12% 183
2019
Q3 		$18.4M Sell
210,061
-2,521
-1% -$215K 0.16% 129
2019
Q2 		$16.9M Sell
212,582
-8,483
-4% -$672K 0.16% 141
2019
Q1 		$17M Sell
221,065
-1,119
-0.5% -$80.6K 0.16% 133
2018
Q4 		$14.2M Buy
222,184
+132,234
+147% +$8.61M 0.16% 135
2018
Q3 		$5.67M Buy
89,950
+5,163
+6% +$332K 0.05% 333
2018
Q2 		$5.51M Buy
84,787
+470
+0.6% +$29.8K 0.06% 305
2018
Q1 		$5.12M Sell
84,317
-2,653
-3% -$163K 0.06% 316
2017
Q4 		$5.87M Buy
86,970
+8,924
+11% +$611K 0.07% 276
2017
Q3 		$5.15M Buy
78,046
+5,639
+8% +$375K 0.07% 274
2017
Q2 		$4.68M Buy
72,407
+8,204
+13% +$519K 0.07% 271
2017
Q1 		$3.91M Buy
64,203
+4,438
+7% +$269K 0.07% 277
2016
Q4 		$3.46M Buy
59,765
+1,893
+3% +$111K 0.06% 275
2016
Q3 		$3.66M Buy
57,872
+1,866
+3% +$125K 0.07% 278
2016
Q2 		$3.81M Buy
56,006
+201
+0.4% +$12.6K 0.08% 237
2016
Q1 		$3.4M Buy
55,805
+2,215
+4% +$126K 0.08% 245
2015
Q4 		$3.1M Buy
53,590
+2,132
+4% +$128K 0.07% 259
2015
Q3 		$2.91M Buy
51,458
+2,713
+6% +$158K 0.08% 234
2015
Q2 		$2.81M Sell
48,745
-111
-0.2% -$6.94K 0.08% 251
2015
Q1 		$3.25M Buy
48,856
+713
+1% +$49K 0.09% 218
2014
Q4 		$3.31M Buy
48,143
+2,433
+5% +$161K 0.1% 188
2014
Q3 		$2.85M Sell
45,710
-1,303
-3% -$85.3K 0.08% 234
2014
Q2 		$2.96M Sell
47,013
-17,320
-27% -$1.06M 0.1% 190
2014
Q1 		$3.79M Buy
64,333
+52,969
+466% +$3.2M 0.14% 136
2013
Q4 		$683K Buy
11,364
+223
+2% +$14K 0.03% 525
2013
Q3 		$706K Sell
11,141
-483
-4% -$31.8K 0.03% 489
2013
Q2 		$753K Buy
+11,624
New +$789K 0.04% 394

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

Cambridge Investment Research Advisors's WPC Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its W.P. Carey (WPC) stake by 1.3% in Q1 2026, selling an estimated $133K and leaving 143,477 shares worth $9.75M. The position accounts for 0.03% of the portfolio, ranked #630.

Cambridge Investment Research Advisors first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.2M in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Cambridge Investment Research Advisors held 143,477 shares of W.P. Carey worth $9.75M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 1,894 W.P. Carey shares in Q1 2026, an estimated $133K.
  • W.P. Carey made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #630 holding.
  • Cambridge Investment Research Advisors first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's W.P. Carey position peaked at $23.2M in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.