CWM
WPC icon

CIBC World Markets’s W.P. Carey WPC Stock Holding History

CIBC World Markets’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 		$8.01M Buy
+124,517
New +$8.29M 0.04% 303
2025
Q2 		$4.21M Sell
67,417
-3,677
-5% -$226K 0.03% 409
2025
Q1 		$4.49M Sell
71,094
-2,450
-3% -$145K 0.04% 321
2024
Q4 		$4.01M Buy
73,544
+2,957
+4% +$168K 0.02% 407
2024
Q3 		$4.4M Buy
70,587
+58,796
+499% +$3.49M 0.03% 353
2024
Q2 		$649K Sell
11,791
-65,519
-85% -$3.69M ﹤0.01% 638
2024
Q1 		$4.36M Sell
77,310
-1,473
-2% -$88.2K 0.03% 349
2023
Q4 		$5.11M Buy
+78,783
New +$4.54M 0.03% 339
2023
Q2 		– Sell
-69,866
Closed -$5.3M – 675
2023
Q1 		$5.3M Buy
69,866
+1,400
+2% +$112K 0.09% 189
2022
Q4 		$5.24M Sell
68,466
-18,216
-21% -$1.37M 0.04% 318
2022
Q3 		$5.93M Buy
86,682
+2,336
+3% +$191K 0.08% 131
2022
Q2 		$6.84M Sell
84,346
-13,616
-14% -$1.1M 0.06% 183
2022
Q1 		$7.76M Buy
+97,962
New +$7.51M 0.06% 199
2021
Q4 		– Sell
-109,236
Closed -$7.81M – 652
2021
Q3 		$7.81M Buy
109,236
+39,205
+56% +$2.98M 0.05% 224
2021
Q2 		$5.12M Buy
+70,031
New +$5.13M 0.04% 257
2021
Q1 		– Sell
-110,930
Closed -$7.67M – 1033
2020
Q4 		$7.67M Buy
+110,930
New +$7.41M 0.04% 279

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 World Markets's WPC Position: Q4 2025 in Review

CIBC World Markets opened a new position in W.P. Carey (WPC) in Q4 2025: 124,517 shares worth $8.01M. The stake represents 0.04% of the portfolio and ranks #303 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in WPC as recently as Q2 2025.

CIBC World Markets first reported a position in WPC in Q4 2020 and has held it in 16 quarters since. 856 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • CIBC World Markets held 124,517 shares of W.P. Carey worth $8.01M as of Q4 2025.
  • W.P. Carey was a new CIBC World Markets position in Q4 2025.
  • W.P. Carey made up 0.04% of CIBC World Markets's portfolio in Q4 2025, its #303 holding.
  • CIBC World Markets first reported a position in W.P. Carey in Q4 2020 and has held it in 16 quarters since.
  • 856 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.