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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Checchi Capital Advisers's WPC Position: Q2 2026 in Review

Checchi Capital Advisers opened a new position in W.P. Carey (WPC) in Q2 2026: 2,808 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Checchi Capital Advisers previously reported a position in WPC as recently as Q1 2023.

Checchi Capital Advisers first reported a position in WPC in Q1 2016 and has held it in 6 quarters since. The position peaked at $315K in Q1 2023. 900 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Checchi Capital Advisers held 2,808 shares of W.P. Carey worth $201K as of Q2 2026.
W.P. Carey was a new Checchi Capital Advisers position in Q2 2026.
W.P. Carey made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #593 holding.
Checchi Capital Advisers first reported a position in W.P. Carey in Q1 2016 and has held it in 6 quarters since.
Checchi Capital Advisers's W.P. Carey position peaked at $315K in Q1 2023.
900 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.