Citigroup
WPC icon

Citigroup’s W.P. Carey WPC Stock Holding History

Citigroup’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
2021
Q1 		– Sell
-102
Closed -$7K – 7504
2020
Q4 		$7K Sell
102
-1,123
-92% -$75K ﹤0.01% 7055
2020
Q3 		$78K Buy
1,225
+408
+50% +$27.5K ﹤0.01% 5293
2020
Q2 		$54K Sell
817
-1,123
-58% -$69.8K ﹤0.01% 5979
2020
Q1 		$110K Sell
1,940
-7,249
-79% -$550K ﹤0.01% 5268
2019
Q4 		$720K Sell
9,189
-1,021
-10% -$85.5K ﹤0.01% 4083
2019
Q3 		$895K Buy
10,210
+5,207
+104% +$444K ﹤0.01% 3765
2019
Q2 		$398K Buy
5,003
+2,961
+145% +$235K ﹤0.01% 4648
2019
Q1 		$157K Sell
2,042
-3,982
-66% -$287K ﹤0.01% 5326
2018
Q4 		$386K Buy
6,024
+4,186
+228% +$272K ﹤0.01% 4398
2018
Q3 		$116K Sell
1,838
-2,144
-54% -$138K ﹤0.01% 5756
2018
Q2 		$259K Sell
3,982
-817
-17% -$51.8K ﹤0.01% 4790
2018
Q1 		$291K Sell
4,799
-2,348
-33% -$145K ﹤0.01% 4556
2017
Q4 		$482K Buy
7,147
+6,943
+3,403% +$475K ﹤0.01% 4129
2017
Q3 		$13K Sell
204
-1,328
-87% -$88.3K ﹤0.01% 6611
2017
Q2 		$99K Buy
+1,532
New +$96.8K ﹤0.01% 5347
2017
Q1 		– Sell
-511
Closed -$30K – 7357
2016
Q4 		$30K Buy
+511
New +$29.9K ﹤0.01% 6368
2013
Q4 		– Sell
-25,525
Closed -$1.62M – 7175
2013
Q3 		$1.62M Hold
25,525
– – ﹤0.01% 2583
2013
Q2 		$1.65M Buy
+25,525
New +$1.73M ﹤0.01% 2509

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

Citigroup's WPC Position: Q1 2026 in Review

Citigroup increased its W.P. Carey (WPC) stake by 6.5% in Q1 2026, buying an estimated $1.8M and bringing the position to 421,740 shares worth $28.7M. The position accounts for 0.01% of the portfolio, ranked #894.

Citigroup first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.5M in Q2 2021. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Citigroup held 421,740 shares of W.P. Carey worth $28.7M as of Q1 2026.
  • Citigroup bought 25,632 W.P. Carey shares in Q1 2026, an estimated $1.8M.
  • W.P. Carey made up 0.01% of Citigroup's portfolio in Q1 2026, its #894 holding.
  • Citigroup first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's W.P. Carey position peaked at $29.5M in Q2 2021.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.