Checchi Capital Advisers
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Checchi Capital Advisers’s W.P. Carey WPC Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-2,808
Closed -$201K – 642
2026
Q2 		$201K Buy
+2,808
New +$206K 0.01% 593
2023
Q2 		– Sell
-4,149
Closed -$315K – 602
2023
Q1 		$315K Buy
4,149
+875
+27% +$69.7K 0.03% 402
2022
Q4 		$251K Buy
+3,274
New +$246K 0.03% 458
2022
Q3 		– Sell
-2,365
Closed -$207K – 593
2022
Q2 		$207K Buy
+2,365
New +$191K 0.02% 545
2016
Q3 		– Sell
-2,510
Closed -$171K – 1224
2016
Q2 		$171K Buy
2,510
+82
+3% +$5.15K 0.02% 387
2016
Q1 		$148K Buy
+2,428
New +$138K 0.03% 435

Other funds holding WPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Checchi Capital Advisers's WPC Position: Q3 2026 in Review

Checchi Capital Advisers sold out of W.P. Carey (WPC) in Q3 2026, closing a stake of 2,808 shares — an estimated $201K sold.

Checchi Capital Advisers first reported a position in WPC in Q1 2016 and held it in 6 quarters. The position peaked at $315K in Q1 2023. 748 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Checchi Capital Advisers reported no remaining W.P. Carey position as of Q3 2026 after selling out during the quarter.
  • Checchi Capital Advisers sold 2,808 W.P. Carey shares in Q3 2026, an estimated $201K.
  • Checchi Capital Advisers first reported a position in W.P. Carey in Q1 2016 and held it in 6 quarters.
  • Checchi Capital Advisers's W.P. Carey position peaked at $315K in Q1 2023.
  • 748 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Checchi Capital Advisers's 13F filing for Q3 2026, filed 10 Nov 2026.