CI Investments Inc
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CI Investments Inc’s W.P. Carey WPC Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-2,399
Closed -$162K – 1251
2025
Q3 		$162K Sell
2,399
-1,203
-33% -$78.7K ﹤0.01% 768
2025
Q2 		$225K Sell
3,602
-1,049
-23% -$64.6K ﹤0.01% 689
2025
Q1 		$294K Buy
4,651
+73
+2% +$4.32K ﹤0.01% 637
2024
Q4 		$249K Buy
4,578
+350
+8% +$19.9K ﹤0.01% 671
2024
Q3 		$263K Sell
4,228
-198
-4% -$11.7K ﹤0.01% 594
2024
Q2 		$244K Sell
4,426
-446
-9% -$25.1K ﹤0.01% 593
2024
Q1 		$275K Buy
4,872
+1,180
+32% +$70.6K ﹤0.01% 607
2023
Q4 		$239K Buy
3,692
+2,800
+314% +$161K ﹤0.01% 584
2023
Q3 		$47K Buy
892
+35
+4% +$2.24K ﹤0.01% 985
2023
Q2 		$57K Sell
857
-8
-0.9% -$556 ﹤0.01% 924
2023
Q1 		$66K Buy
865
+322
+59% +$25.7K ﹤0.01% 832
2022
Q4 		$42K Sell
543
-1,415
-72% -$106K ﹤0.01% 972
2022
Q3 		$134K Buy
1,958
+171
+10% +$14K ﹤0.01% 659
2022
Q2 		$145K Sell
1,787
-1,376
-44% -$111K ﹤0.01% 659
2022
Q1 		$250K Hold
3,163
– – ﹤0.01% 664
2021
Q4 		$254K Buy
3,163
+3,153
+31,530% +$241K ﹤0.01% 719
2021
Q3 		$1K Buy
+10
New +$761 ﹤0.01% 1229
2020
Q2 		– Sell
-19,255
Closed -$1.09M – 691
2020
Q1 		$1.09M Sell
19,255
-2,300
-11% -$174K 0.01% 346
2019
Q4 		$1.69M Sell
21,555
-6,030
-22% -$505K 0.01% 336
2019
Q3 		$2.42M Buy
+27,585
New +$2.35M 0.01% 298

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CI Investments Inc's WPC Position: Q4 2025 in Review

CI Investments Inc sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 2,399 shares — an estimated $162K sold.

CI Investments Inc first reported a position in WPC in Q3 2019 and held it in 20 quarters. The position peaked at $2.42M in Q3 2019. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • CI Investments Inc reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 2,399 W.P. Carey shares in Q4 2025, an estimated $162K.
  • CI Investments Inc first reported a position in W.P. Carey in Q3 2019 and held it in 20 quarters.
  • CI Investments Inc's W.P. Carey position peaked at $2.42M in Q3 2019.
  • 858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.