Cerity Partners
WPC icon

Cerity Partners’s W.P. Carey WPC Stock Holding History

Cerity Partners’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 		$2.24M Buy
32,941
+6,786
+26% +$476K ﹤0.01% 1428
2025
Q4 		$1.68M Sell
26,155
-8,208
-24% -$547K ﹤0.01% 1447
2025
Q3 		$2.32M Buy
34,363
+3,487
+11% +$228K ﹤0.01% 1223
2025
Q2 		$1.93M Sell
30,876
-847
-3% -$52.2K ﹤0.01% 1237
2025
Q1 		$2M Buy
31,723
+5,049
+19% +$299K ﹤0.01% 1129
2024
Q4 		$1.5M Buy
26,674
+1,763
+7% +$100K ﹤0.01% 1237
2024
Q3 		$1.55M Sell
24,911
-27,211
-52% -$1.61M ﹤0.01% 1205
2024
Q2 		$2.87M Buy
52,122
+32,818
+170% +$1.85M 0.01% 777
2024
Q1 		$1.09M Buy
19,304
+3,884
+25% +$232K ﹤0.01% 1234
2023
Q4 		$1,000K Buy
15,420
+1,264
+9% +$72.8K ﹤0.01% 982
2023
Q3 		$750K Sell
14,156
-3,347
-19% -$214K ﹤0.01% 837
2023
Q2 		$1.16M Buy
17,503
+4,773
+37% +$332K ﹤0.01% 884
2023
Q1 		$966K Sell
12,730
-251
-2% -$20K ﹤0.01% 987
2022
Q4 		$994K Buy
12,981
+3,798
+41% +$285K 0.01% 691
2022
Q3 		$628K Buy
9,183
+1,309
+17% +$107K 0.01% 631
2022
Q2 		$639K Buy
7,874
+4,109
+109% +$332K 0.01% 669
2022
Q1 		$298K Sell
3,765
-1,246
-25% -$95.6K ﹤0.01% 728
2021
Q4 		$646K Buy
5,011
+1,981
+65% +$152K 0.01% 526
2021
Q3 		$217K Buy
+3,030
New +$231K ﹤0.01% 633

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

Cerity Partners's WPC Position: Q1 2026 in Review

Cerity Partners increased its W.P. Carey (WPC) stake by 26% in Q1 2026, buying an estimated $476K and bringing the position to 32,941 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Cerity Partners first reported a position in WPC in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.87M in Q2 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Cerity Partners held 32,941 shares of W.P. Carey worth $2.24M as of Q1 2026.
  • Cerity Partners bought 6,786 W.P. Carey shares in Q1 2026, an estimated $476K.
  • W.P. Carey made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1428 holding.
  • Cerity Partners first reported a position in W.P. Carey in Q3 2021 and has held it in 19 quarters since.
  • Cerity Partners's W.P. Carey position peaked at $2.87M in Q2 2024.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.