CIBC Asset Management
WPC icon

CIBC Asset Management’s W.P. Carey WPC Stock Holding History

CIBC Asset Management’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 		$6.84M Sell
100,634
-446
-0.4% -$31.3K 0.02% 435
2025
Q4 		$6.51M Buy
101,080
+90,174
+827% +$6M 0.02% 429
2025
Q3 		$737K Buy
10,906
+67
+0.6% +$4.39K ﹤0.01% 714
2025
Q2 		$676K Buy
10,839
+1,584
+17% +$97.5K ﹤0.01% 715
2025
Q1 		$584K Buy
9,255
+441
+5% +$26.1K ﹤0.01% 728
2024
Q4 		$480K Buy
8,814
+1,066
+14% +$60.7K ﹤0.01% 763
2024
Q3 		$483K Buy
7,748
+395
+5% +$23.4K ﹤0.01% 752
2024
Q2 		$405K Buy
7,353
+234
+3% +$13.2K ﹤0.01% 767
2024
Q1 		$402K Buy
7,119
+14
+0.2% +$838 ﹤0.01% 766
2023
Q4 		$460K Sell
7,105
-92,275
-93% -$5.32M ﹤0.01% 734
2023
Q3 		$5.26M Sell
99,380
-467
-0.5% -$29.9K 0.02% 354
2023
Q2 		$6.61M Buy
99,847
+92,427
+1,246% +$6.43M 0.03% 315
2023
Q1 		$563K Buy
7,420
+942
+15% +$75.1K ﹤0.01% 715
2022
Q4 		$496K Sell
6,478
-1,781
-22% -$134K ﹤0.01% 726
2022
Q3 		$565K Buy
8,259
+23
+0.3% +$1.88K ﹤0.01% 745
2022
Q2 		$668K Sell
8,236
-135
-2% -$10.9K ﹤0.01% 711
2022
Q1 		$663K Buy
8,371
+45
+0.5% +$3.45K ﹤0.01% 782
2021
Q4 		$669K Buy
8,326
+981
+13% +$75.1K ﹤0.01% 777
2021
Q3 		$525K Buy
7,345
+555
+8% +$42.2K ﹤0.01% 814
2021
Q2 		$496K Buy
6,790
+12
+0.2% +$878 ﹤0.01% 811
2021
Q1 		$470K Buy
6,778
+172
+3% +$11.5K ﹤0.01% 802
2020
Q4 		$457K Hold
6,606
– – ﹤0.01% 766
2020
Q3 		$422K Sell
6,606
-14,023
-68% -$945K ﹤0.01% 739
2020
Q2 		$1.37M Buy
20,629
+925
+5% +$57.5K 0.01% 499
2020
Q1 		$1.12M Sell
19,704
-2,075
-10% -$157K 0.01% 489
2019
Q4 		$1.71M Buy
21,779
+6,427
+42% +$539K 0.01% 492
2019
Q3 		$1.35M Buy
15,352
+3,565
+30% +$304K 0.01% 531
2019
Q2 		$937K Sell
11,787
-312
-3% -$24.7K 0.01% 612
2019
Q1 		$928K Buy
12,099
+7,827
+183% +$564K 0.01% 619
2018
Q4 		$273K Hold
4,272
– – ﹤0.01% 810
2018
Q3 		$269K Hold
4,272
– – ﹤0.01% 896
2018
Q2 		$278K Buy
4,272
+445
+12% +$28.2K ﹤0.01% 863
2018
Q1 		$232K Hold
3,827
– – ﹤0.01% 910
2017
Q4 		$258K Hold
3,827
– – ﹤0.01% 873
2017
Q3 		$253K Buy
3,827
+404
+12% +$26.9K ﹤0.01% 861
2017
Q2 		$221K Hold
3,423
– – ﹤0.01% 887
2017
Q1 		$209K Buy
+3,423
New +$208K ﹤0.01% 906
2016
Q4 		– Sell
-3,423
Closed -$216K – 992
2016
Q3 		$216K Hold
3,423
– – ﹤0.01% 874
2016
Q2 		$233K Hold
3,423
– – ﹤0.01% 823
2016
Q1 		$209K Buy
+3,423
New +$194K ﹤0.01% 858
2015
Q2 		– Sell
-3,275
Closed -$218K – 999
2015
Q1 		$218K Buy
+3,275
New +$225K ﹤0.01% 887
2014
Q4 		– Sell
-3,292
Closed -$206K – 978
2014
Q3 		$206K Buy
+3,292
New +$216K ﹤0.01% 906

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

CIBC Asset Management's WPC Position: Q1 2026 in Review

CIBC Asset Management reduced its W.P. Carey (WPC) stake by 0.44% in Q1 2026, selling an estimated $31.3K and leaving 100,634 shares worth $6.84M. The position accounts for 0.02% of the portfolio, ranked #435.

CIBC Asset Management first reported a position in WPC in Q3 2014 and has held it in 42 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • CIBC Asset Management held 100,634 shares of W.P. Carey worth $6.84M as of Q1 2026.
  • CIBC Asset Management sold 446 W.P. Carey shares in Q1 2026, an estimated $31.3K.
  • W.P. Carey made up 0.02% of CIBC Asset Management's portfolio in Q1 2026, its #435 holding.
  • CIBC Asset Management first reported a position in W.P. Carey in Q3 2014 and has held it in 42 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on CIBC Asset Management's 13F filing for Q1 2026, filed 12 May 2026.