CX Institutional’s W.P. Carey WPC Stock Holding History

CX Institutional’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 Q3	$127K	Buy	1,961 +344	+21%	+$24.4K	﹤0.01%	831
2026 Q2	$116K	Sell	1,617 -1,614	-50%	-$118K	﹤0.01%	834
2026 Q1	$220K	Sell	3,231 -387	-11%	-$27.1K	0.01%	692
2025 Q4	$233K	Sell	3,618 -4,093	-53%	-$273K	0.01%	659
2025 Q3	$521K	Buy	+7,711	New	+$505K	0.02%	424
2022 Q3	–	Sell	-153	Closed	-$12K	–	1134
2022 Q2	$12K	Buy	+153	New	+$12.3K	﹤0.01%	925
2020 Q2	–	Sell	-624	Closed	-$36K	–	875
2020 Q1	$36K	Buy	+624	New	+$47.3K	0.01%	331
2019 Q4	–	Sell	-7,782	Closed	-$682K	–	776
2019 Q3	$682K	Sell	7,782 -671	-8%	-$57.2K	0.11%	149
2019 Q2	$672K	Sell	8,453 -55	-0.6%	-$4.36K	0.11%	144
2019 Q1	$653K	Sell	8,508 -1,826	-18%	-$132K	0.12%	153
2018 Q4	$661K	Buy	10,334 +1,918	+23%	+$125K	0.14%	114
2018 Q3	$530K	Sell	8,416 -807	-9%	-$51.9K	0.18%	99
2018 Q2	$599K	Buy	+9,223	New	+$585K	0.22%	88

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CX Institutional's WPC Position: Q3 2026 in Review

CX Institutional increased its W.P. Carey (WPC) stake by 21% in Q3 2026, buying an estimated $24.4K and bringing the position to 1,961 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

CX Institutional first reported a position in WPC in Q2 2018 and has held it in 13 quarters since. The position peaked at $682K in Q3 2019. 215 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

CX Institutional held 1,961 shares of W.P. Carey worth $127K as of Q3 2026.
CX Institutional bought 344 W.P. Carey shares in Q3 2026, an estimated $24.4K.
W.P. Carey made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #831 holding.
CX Institutional first reported a position in W.P. Carey in Q2 2018 and has held it in 13 quarters since.
CX Institutional's W.P. Carey position peaked at $682K in Q3 2019.
215 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.