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CIBC Bancorp USA’s W.P. Carey WPC Stock Holding History

CIBC Bancorp USA’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 		$3.88M Sell
54,364
-9,127
-14% -$669K ﹤0.01% 812
2026
Q1 		$4.31M Buy
+63,491
New +$4.45M 0.01% 752
2025
Q3 		$4.42M Buy
+65,407
New +$4.28M 0.02% 426

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

CIBC Bancorp USA's WPC Position: Q2 2026 in Review

CIBC Bancorp USA reduced its W.P. Carey (WPC) stake by 14% in Q2 2026, selling an estimated $669K and leaving 54,364 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #812.

CIBC Bancorp USA first reported a position in WPC in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.42M in Q3 2025. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • CIBC Bancorp USA held 54,364 shares of W.P. Carey worth $3.88M as of Q2 2026.
  • CIBC Bancorp USA sold 9,127 W.P. Carey shares in Q2 2026, an estimated $669K.
  • W.P. Carey made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #812 holding.
  • CIBC Bancorp USA first reported a position in W.P. Carey in Q3 2025 and has held it in 3 quarters since.
  • CIBC Bancorp USA's W.P. Carey position peaked at $4.42M in Q3 2025.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.