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
-1,021
Closed -$71K – 7505
2020
Q4 		$71K Sell
1,021
-817
-44% -$54.6K ﹤0.01% 5799
2020
Q3 		$117K Sell
1,838
-8,168
-82% -$550K ﹤0.01% 5000
2020
Q2 		$663K Buy
10,006
+6,126
+158% +$381K ﹤0.01% 3970
2020
Q1 		$221K Buy
3,880
+3,369
+659% +$256K ﹤0.01% 4642
2019
Q4 		$40K Buy
511
+103
+25% +$8.63K ﹤0.01% 6494
2019
Q3 		$36K Sell
408
-205
-33% -$17.5K ﹤0.01% 6347
2019
Q2 		$49K Buy
613
+205
+50% +$16.2K ﹤0.01% 6507
2019
Q1 		$31K Sell
408
-1,124
-73% -$81K ﹤0.01% 6724
2018
Q4 		$98K Sell
1,532
-6,432
-81% -$419K ﹤0.01% 5671
2018
Q3 		$502K Sell
7,964
-2,246
-22% -$145K ﹤0.01% 4274
2018
Q2 		$664K Buy
10,210
+3,471
+52% +$220K ﹤0.01% 3794
2018
Q1 		$409K Sell
6,739
-2,654
-28% -$163K ﹤0.01% 4207
2017
Q4 		$634K Buy
9,393
+5,717
+156% +$391K ﹤0.01% 3853
2017
Q3 		$243K Buy
3,676
+613
+20% +$40.8K ﹤0.01% 4811
2017
Q2 		$198K Buy
3,063
+2,450
+400% +$155K ﹤0.01% 4797
2017
Q1 		$37K Sell
613
-1,940
-76% -$118K ﹤0.01% 5898
2016
Q4 		$148K Buy
+2,553
New +$149K ﹤0.01% 5528
2014
Q4 		– Sell
-22,973
Closed -$1.44M – 7348
2014
Q3 		$1.44M Buy
+22,973
New +$1.5M ﹤0.01% 2788

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.