Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s W.P. Carey WPC Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q1 		$34.3M Buy
505,240
+4,253
+0.8% +$298K 0.08% 219
2025
Q4 		$32.2M Buy
+500,987
New +$33.4M 0.08% 198
2022
Q1 		– Sell
-17,224
Closed -$1.38M – 1237
2021
Q4 		$1.38M Buy
+17,224
New +$1.32M 0.01% 618
2021
Q3 		– Sell
-14,130
Closed -$1.03M – 1236
2021
Q2 		$1.03M Buy
+14,130
New +$1.03M 0.01% 666
2020
Q4 		– Sell
-22,849
Closed -$1.46M – 1057
2020
Q3 		$1.46M Buy
22,849
+9,397
+70% +$633K 0.01% 540
2020
Q2 		$891K Buy
+13,452
New +$836K 0.01% 634
2019
Q2 		– Sell
-23,075
Closed -$1.77M – 1080
2019
Q1 		$1.77M Buy
+23,075
New +$1.66M 0.01% 436

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VCM
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Geode Capital Management
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Invesco
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Massachusetts Financial Services
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JP Morgan Chase
JP Morgan Chase New York $1.47T 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