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Chicago Partners Investment Group’s W.P. Carey WPC Stock Holding History

Chicago Partners Investment Group’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 		$365K Buy
5,008
+512
+11% +$35.9K 0.01% 1041
2025
Q4 		$312K Buy
4,496
+200
+5% +$13.3K 0.01% 1009
2025
Q3 		$284K Buy
4,296
+559
+15% +$36.6K 0.01% 985
2025
Q2 		$237K Buy
3,737
+268
+8% +$16.5K 0.01% 959
2025
Q1 		$214K Buy
+3,469
New +$205K 0.01% 841
2019
Q4 		– Sell
-2,242
Closed -$203K – 373
2019
Q3 		$203K Buy
+2,242
New +$191K 0.03% 320
2019
Q2 		– Sell
-2,935
Closed -$221K – 331
2019
Q1 		$221K Buy
+2,935
New +$211K 0.03% 278
2018
Q4 		– Sell
-3,956
Closed -$257K – 924
2018
Q3 		$257K Hold
3,956
– – 0.04% 259
2018
Q2 		$257K Hold
3,956
– – 0.04% 240
2018
Q1 		$240K Buy
3,956
+1,021
+35% +$62.8K 0.04% 232
2017
Q4 		$198K Hold
2,935
– – 0.03% 259
2017
Q3 		$194K Buy
2,935
+405
+16% +$26.9K 0.03% 256
2017
Q2 		$146K Sell
2,530
-405
-14% -$25.6K 0.04% 242
2017
Q1 		$179K Buy
2,935
+1,509
+106% +$91.5K 0.05% 200
2016
Q4 		$83K Hold
1,426
– – 0.03% 247
2016
Q3 		$90K Hold
1,426
– – 0.04% 241
2016
Q2 		$97K Hold
1,426
– – 0.05% 192
2016
Q1 		$87K Hold
1,426
– – 0.05% 192
2015
Q4 		$82K Hold
1,426
– – 0.04% 246
2015
Q3 		$81K Sell
1,426
-1,384
-49% -$80.6K 0.05% 200
2015
Q2 		$177K Buy
2,810
+1,427
+103% +$89.2K 0.08% 144
2015
Q1 		$95K Sell
1,383
-43
-3% -$2.96K 0.04% 184
2014
Q4 		$98K Buy
+1,426
New +$94.2K 0.04% 181

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

Chicago Partners Investment Group's WPC Position: Q1 2026 in Review

Chicago Partners Investment Group increased its W.P. Carey (WPC) stake by 11% in Q1 2026, buying an estimated $35.9K and bringing the position to 5,008 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #1041.

Chicago Partners Investment Group first reported a position in WPC in Q4 2014 and has held it in 23 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Chicago Partners Investment Group held 5,008 shares of W.P. Carey worth $365K as of Q1 2026.
  • Chicago Partners Investment Group bought 512 W.P. Carey shares in Q1 2026, an estimated $35.9K.
  • W.P. Carey made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1041 holding.
  • Chicago Partners Investment Group first reported a position in W.P. Carey in Q4 2014 and has held it in 23 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.