Curi RMB Capital’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.09M | Buy |
16,081
+26
| +0.2% | +$1.82K | 0.02% | 426 |
|
|
2025
Q4 | $1.05M | Buy |
16,055
+796
| +5% | +$53K | 0.02% | 452 |
|
|
2025
Q3 | $1.04M | Buy |
15,259
+3,032
| +25% | +$198K | 0.02% | 412 |
|
|
2025
Q2 | $774K | Buy |
+12,227
| New | +$753K | 0.01% | 449 |
|
|
2025
Q1 | – | Sell |
-9,218
| Closed | -$502K | – | 561 |
|
|
2024
Q4 | $502K | Sell |
9,218
-3,871
| -30% | -$221K | 0.01% | 409 |
|
|
2024
Q3 | $815K | Sell |
13,089
-578
| -4% | -$34.3K | 0.02% | 365 |
|
|
2024
Q2 | $752K | Sell |
13,667
-2
| -0% | -$113 | 0.02% | 364 |
|
|
2024
Q1 | $771K | Sell |
13,669
-700
| -5% | -$41.9K | 0.02% | 378 |
|
|
2023
Q4 | $931K | Sell |
14,369
-296
| -2% | -$17.1K | 0.03% | 302 |
|
|
2023
Q3 | $777K | Hold |
14,665
| – | – | 0.03% | 312 |
|
|
2023
Q2 | $970K | Hold |
14,665
| – | – | 0.03% | 289 |
|
|
2023
Q1 | $1.11M | Hold |
14,665
| – | – | 0.04% | 268 |
|
|
2022
Q4 | $1.12M | Buy |
14,665
+202
| +1% | +$15.2K | 0.04% | 266 |
|
|
2022
Q3 | $989K | Hold |
14,463
| – | – | 0.04% | 286 |
|
|
2022
Q2 | $1.17M | Sell |
14,463
-115
| -0.8% | -$9.28K | 0.04% | 258 |
|
|
2022
Q1 | $1.15M | Hold |
14,578
| – | – | 0.04% | 240 |
|
|
2021
Q4 | $1.17M | Sell |
14,578
-8,763
| -38% | -$671K | 0.04% | 259 |
|
|
2021
Q3 | $1.67M | Hold |
23,341
| – | – | 0.05% | 219 |
|
|
2021
Q2 | $1.71M | Hold |
23,341
| – | – | 0.06% | 226 |
|
|
2021
Q1 | $1.62M | Sell |
23,341
-1,096
| -4% | -$73.5K | 0.06% | 210 |
|
|
2020
Q4 | $1.69M | Sell |
24,437
-6
| -0% | -$401 | 0.06% | 235 |
|
|
2020
Q3 | $1.56M | Sell |
24,443
-408
| -2% | -$27.5K | 0.07% | 222 |
|
|
2020
Q2 | $1.65M | Sell |
24,851
-1,148
| -4% | -$71.3K | 0.07% | 232 |
|
|
2020
Q1 | $1.48M | Sell |
25,999
-2,062
| -7% | -$156K | 0.07% | 231 |
|
|
2019
Q4 | $2.2M | Hold |
28,061
| – | – | 0.06% | 261 |
|
|
2019
Q3 | $2.46M | Buy |
28,061
+1,454
| +5% | +$124K | 0.06% | 268 |
|
|
2019
Q2 | $2.12M | Buy |
26,607
+408
| +2% | +$32.3K | 0.05% | 304 |
|
|
2019
Q1 | $2.01M | Sell |
26,199
-256
| -1% | -$18.4K | 0.05% | 341 |
|
|
2018
Q4 | $1.69M | Buy |
26,455
+1,987
| +8% | +$129K | 0.04% | 381 |
|
|
2018
Q3 | $1.54M | Hold |
24,468
| – | – | 0.04% | 434 |
|
|
2018
Q2 | $1.59M | Buy |
24,468
+8
| +0% | +$507 | 0.04% | 424 |
|
|
2018
Q1 | $1.49M | Hold |
24,460
| – | – | 0.04% | 438 |
|
|
2017
Q4 | $1.65M | Buy |
24,460
+15,559
| +175% | +$1.06M | 0.04% | 408 |
|
|
2017
Q3 | $588K | Sell |
8,901
-1
| -0% | -$67 | 0.02% | 501 |
|
|
2017
Q2 | $576K | Buy |
+8,902
| New | +$563K | 0.02% | 517 |
|
Other funds holding WPC
VPM
VCM
Curi RMB Capital's WPC Position: Q1 2026 in Review
Curi RMB Capital increased its W.P. Carey (WPC) stake by 0.16% in Q1 2026, buying an estimated $1.82K and bringing the position to 16,081 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #426.
Curi RMB Capital first reported a position in WPC in Q2 2017 and has held it in 35 quarters since. The position peaked at $2.46M in Q3 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Curi RMB Capital held 16,081 shares of W.P. Carey worth $1.09M as of Q1 2026.
- Curi RMB Capital bought 26 W.P. Carey shares in Q1 2026, an estimated $1.82K.
- W.P. Carey made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #426 holding.
- Curi RMB Capital first reported a position in W.P. Carey in Q2 2017 and has held it in 35 quarters since.
- Curi RMB Capital's W.P. Carey position peaked at $2.46M in Q3 2019.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.