Corient Private Wealth
WPC icon

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

Corient Private Wealth’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 		$6.57M Sell
97,111
-105,503
-52% -$7.4M 0.01% 758
2025
Q4 		$4.01M Buy
202,614
+155,772
+333% +$10.4M ﹤0.01% 1164
2025
Q3 		$3.17M Buy
46,842
+14
+0% +$916 0.01% 876
2025
Q2 		$2.92M Sell
46,828
-3,422
-7% -$211K ﹤0.01% 884
2025
Q1 		$3.17M Buy
50,250
+4,349
+9% +$257K 0.01% 822
2024
Q4 		$2.5M Sell
45,901
-12,115
-21% -$690K ﹤0.01% 912
2024
Q3 		$3.61M Buy
58,016
+19,228
+50% +$1.14M 0.01% 854
2024
Q2 		$2.14M Sell
38,788
-1,966
-5% -$111K ﹤0.01% 992
2024
Q1 		$2.3M Sell
40,754
-3,611
-8% -$216K ﹤0.01% 963
2023
Q4 		$2.88M Sell
44,365
-12,817
-22% -$738K 0.01% 858
2023
Q3 		$3.03M Buy
57,182
+9,796
+21% +$628K 0.01% 770
2023
Q2 		$3.14M Sell
47,386
-4,559
-9% -$317K 0.01% 762
2023
Q1 		$3.94M Buy
51,945
+7,644
+17% +$609K 0.01% 657
2022
Q4 		$3.39M Buy
+44,301
New +$3.33M 0.01% 578

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

Corient Private Wealth's WPC Position: Q1 2026 in Review

Corient Private Wealth reduced its W.P. Carey (WPC) stake by 52% in Q1 2026, selling an estimated $7.4M and leaving 97,111 shares worth $6.57M. The position accounts for 0.01% of the portfolio, ranked #758.

Corient Private Wealth first reported a position in WPC in Q4 2022 and has held it in 14 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Corient Private Wealth held 97,111 shares of W.P. Carey worth $6.57M as of Q1 2026.
  • Corient Private Wealth sold 105,503 W.P. Carey shares in Q1 2026, an estimated $7.4M.
  • W.P. Carey made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #758 holding.
  • Corient Private Wealth first reported a position in W.P. Carey in Q4 2022 and has held it in 14 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.