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 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 $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CX Institutional's WPC Position: Q2 2026 in Review

CX Institutional reduced its W.P. Carey (WPC) stake by 50% in Q2 2026, selling an estimated $118K and leaving 1,617 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

CX Institutional first reported a position in WPC in Q2 2018 and has held it in 12 quarters since. The position peaked at $682K in Q3 2019. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

CX Institutional held 1,617 shares of W.P. Carey worth $116K as of Q2 2026.
CX Institutional sold 1,614 W.P. Carey shares in Q2 2026, an estimated $118K.
W.P. Carey made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #834 holding.
CX Institutional first reported a position in W.P. Carey in Q2 2018 and has held it in 12 quarters since.
CX Institutional's W.P. Carey position peaked at $682K in Q3 2019.
158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.