Cetera Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.8M | Sell |
335,880
-14,034
| -4% | -$984K | 0.02% | 626 |
|
|
2025
Q4 | $22.5M | Sell |
349,914
-4,808
| -1% | -$320K | 0.02% | 620 |
|
|
2025
Q3 | $24M | Buy |
354,722
+77,062
| +28% | +$5.04M | 0.03% | 566 |
|
|
2025
Q2 | $17.3M | Sell |
277,660
-8,383
| -3% | -$516K | 0.03% | 577 |
|
|
2025
Q1 | $18.1M | Buy |
286,043
+32,564
| +13% | +$1.93M | 0.04% | 503 |
|
|
2024
Q4 | $13.8M | Sell |
253,479
-105,291
| -29% | -$6M | 0.03% | 564 |
|
|
2024
Q3 | $22.4M | Sell |
358,770
-3,436
| -0.9% | -$204K | 0.05% | 384 |
|
|
2024
Q2 | $19.9M | Buy |
362,206
+1,870
| +0.5% | +$105K | 0.05% | 396 |
|
|
2024
Q1 | $20.3M | Buy |
360,336
+244,699
| +212% | +$14.6M | 0.05% | 380 |
|
|
2023
Q4 | $7.49M | Buy |
115,637
+17,284
| +18% | +$996K | 0.06% | 308 |
|
|
2023
Q3 | $5.21M | Sell |
98,353
-3,290
| -3% | -$211K | 0.05% | 402 |
|
|
2023
Q2 | $6.73M | Sell |
101,643
-4,806
| -5% | -$334K | 0.06% | 320 |
|
|
2023
Q1 | $8.07M | Buy |
106,449
+801
| +0.8% | +$63.8K | 0.07% | 258 |
|
|
2022
Q4 | $8.09M | Buy |
105,648
+40,588
| +62% | +$3.05M | 0.07% | 254 |
|
|
2022
Q3 | $4.45M | Buy |
65,060
+17,550
| +37% | +$1.44M | 0.09% | 234 |
|
|
2022
Q2 | $3.86M | Sell |
47,510
-10,114
| -18% | -$816K | 0.06% | 318 |
|
|
2022
Q1 | $4.56M | Buy |
57,624
+2,187
| +4% | +$168K | 0.07% | 301 |
|
|
2021
Q4 | $4.46M | Sell |
55,437
-954
| -2% | -$73K | 0.06% | 304 |
|
|
2021
Q3 | $4.03M | Buy |
56,391
+3,302
| +6% | +$251K | 0.06% | 309 |
|
|
2021
Q2 | $3.88M | Buy |
53,089
+3,032
| +6% | +$222K | 0.06% | 326 |
|
|
2021
Q1 | $3.47M | Buy |
50,057
+5,454
| +12% | +$366K | 0.07% | 294 |
|
|
2020
Q4 | $3.08M | Buy |
44,603
+32,041
| +255% | +$2.14M | 0.06% | 323 |
|
|
2020
Q3 | $802K | Buy |
12,562
+1,114
| +10% | +$75.1K | 0.07% | 293 |
|
|
2020
Q2 | $759K | Buy |
11,448
+2,572
| +29% | +$160K | 0.07% | 284 |
|
|
2020
Q1 | $505K | Buy |
8,876
+779
| +10% | +$59.1K | 0.06% | 302 |
|
|
2019
Q4 | $635K | Buy |
8,097
+519
| +7% | +$43.5K | 0.06% | 295 |
|
|
2019
Q3 | $665K | Sell |
7,578
-68
| -0.9% | -$5.79K | 0.08% | 257 |
|
|
2019
Q2 | $606K | Buy |
7,646
+451
| +6% | +$35.7K | 0.08% | 255 |
|
|
2019
Q1 | $548K | Sell |
7,195
-106
| -1% | -$7.64K | 0.08% | 254 |
|
|
2018
Q4 | $470K | Buy |
7,301
+1,082
| +17% | +$70.4K | 0.08% | 264 |
|
|
2018
Q3 | $392K | Buy |
+6,219
| New | +$400K | 0.06% | 315 |
|
Other funds holding WPC
VPM
VCM
Cetera Investment Advisers's WPC Position: Q1 2026 in Review
Cetera Investment Advisers reduced its W.P. Carey (WPC) stake by 4% in Q1 2026, selling an estimated $984K and leaving 335,880 shares worth $22.8M. The position accounts for 0.02% of the portfolio, ranked #626.
Cetera Investment Advisers first reported a position in WPC in Q3 2018 and has held it in 31 quarters since. The position peaked at $24M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Cetera Investment Advisers held 335,880 shares of W.P. Carey worth $22.8M as of Q1 2026.
- Cetera Investment Advisers sold 14,034 W.P. Carey shares in Q1 2026, an estimated $984K.
- W.P. Carey made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #626 holding.
- Cetera Investment Advisers first reported a position in W.P. Carey in Q3 2018 and has held it in 31 quarters since.
- Cetera Investment Advisers's W.P. Carey position peaked at $24M in Q3 2025.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.