CIBC Private Wealth Group
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CIBC Private Wealth Group’s W.P. Carey WPC Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$417K Buy
6,474
+1,490
+30% +$99.2K ﹤0.01% 940
2025
Q3 		$337K Buy
4,984
+1,950
+64% +$128K ﹤0.01% 980
2025
Q2 		$189K Buy
3,034
+38
+1% +$2.34K ﹤0.01% 1150
2025
Q1 		$168K Sell
2,996
-39
-1% -$2.31K ﹤0.01% 1138
2024
Q4 		$166K Buy
3,035
+735
+32% +$41.9K ﹤0.01% 1227
2024
Q3 		$143K Sell
2,300
-279
-11% -$16.5K ﹤0.01% 1341
2024
Q2 		$142K Sell
2,579
-658
-20% -$37.1K ﹤0.01% 1250
2024
Q1 		$181K Sell
3,237
-1,211
-27% -$72.5K ﹤0.01% 1162
2023
Q4 		$288K Sell
4,448
-829
-16% -$47.8K ﹤0.01% 949
2023
Q3 		$279K Buy
+5,277
New +$338K ﹤0.01% 903
2022
Q1 		– Sell
-12,421
Closed -$998K – 1315
2021
Q4 		$998K Buy
+12,421
New +$951K ﹤0.01% 654
2020
Q2 		– Sell
-4,416
Closed -$251K – 825
2020
Q1 		$251K Sell
4,416
-6,664
-60% -$505K ﹤0.01% 755
2019
Q4 		$869K Sell
11,080
-311
-3% -$26.1K ﹤0.01% 606
2019
Q3 		$999K Sell
11,391
-108
-0.9% -$9.2K ﹤0.01% 569
2019
Q2 		$914K Sell
11,499
-20,691
-64% -$1.64M ﹤0.01% 600
2019
Q1 		$2.47M Sell
32,190
-1,365
-4% -$98.3K 0.01% 431
2018
Q4 		$2.15M Buy
33,555
+3,363
+11% +$219K 0.01% 435
2018
Q3 		$1.9M Buy
30,192
+1,234
+4% +$79.4K 0.01% 513
2018
Q2 		$1.88M Buy
28,958
+1,010
+4% +$64K 0.01% 515
2018
Q1 		$1.7M Buy
27,948
+3,269
+13% +$201K 0.01% 531
2017
Q4 		$1.67M Sell
24,679
-99
-0.4% -$6.77K 0.01% 563
2017
Q3 		$1.64M Buy
+24,778
New +$1.65M 0.01% 533

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CIBC Private Wealth Group's WPC Position: Q4 2025 in Review

CIBC Private Wealth Group increased its W.P. Carey (WPC) stake by 30% in Q4 2025, buying an estimated $99.2K and bringing the position to 6,474 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

CIBC Private Wealth Group first reported a position in WPC in Q3 2017 and has held it in 22 quarters since. The position peaked at $2.47M in Q1 2019. 856 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • CIBC Private Wealth Group held 6,474 shares of W.P. Carey worth $417K as of Q4 2025.
  • CIBC Private Wealth Group bought 1,490 W.P. Carey shares in Q4 2025, an estimated $99.2K.
  • W.P. Carey made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #940 holding.
  • CIBC Private Wealth Group first reported a position in W.P. Carey in Q3 2017 and has held it in 22 quarters since.
  • CIBC Private Wealth Group's W.P. Carey position peaked at $2.47M in Q1 2019.
  • 856 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.