Fiera Capital (Canada)’s W.P. Carey WPC Stock Holding History

Fiera Capital (Canada)’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	$246K	Hold	3,627	–	–	﹤0.01%	397
2025 Q4	$233K	Hold	3,627	–	–	﹤0.01%	404
2025 Q3	$245K	Hold	3,627	–	–	﹤0.01%	425
2025 Q2	$226K	Hold	3,627	–	–	﹤0.01%	429
2025 Q1	$229K	Buy	+3,627	New	+$215K	﹤0.01%	449
2024 Q4	–	Sell	-3,627	Closed	-$226K	–	480
2024 Q3	$226K	Buy	+3,627	New	+$215K	﹤0.01%	447
2024 Q2	–	Sell	-5,831	Closed	-$329K	–	487
2024 Q1	$329K	Hold	5,831	–	–	﹤0.01%	433
2023 Q4	$378K	Sell	5,831 -7,147	-55%	-$412K	﹤0.01%	461
2023 Q3	$687K	Buy	12,978 +184	+1%	+$11.8K	﹤0.01%	385
2023 Q2	$847K	Buy	12,794 +919	+8%	+$63.9K	﹤0.01%	365
2023 Q1	$901K	Sell	11,875 -2,629	-18%	-$209K	﹤0.01%	366
2022 Q4	$1.11M	Buy	14,504 +1,021	+8%	+$76.7K	﹤0.01%	343
2022 Q3	$922K	Sell	13,483 -1,991	-13%	-$163K	﹤0.01%	397
2022 Q2	$1.26M	Buy	15,474 +9,521	+160%	+$768K	﹤0.01%	372
2022 Q1	$471K	Sell	5,953 -77	-1%	-$5.91K	﹤0.01%	524
2021 Q4	$484K	Hold	6,030	–	–	﹤0.01%	533
2021 Q3	$431K	Hold	6,030	–	–	﹤0.01%	480
2021 Q2	$441K	Buy	6,030 +77	+1%	+$5.64K	﹤0.01%	517
2021 Q1	$413K	Buy	+5,953	New	+$399K	﹤0.01%	508

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fiera Capital (Canada)'s WPC Position: Q1 2026 in Review

Fiera Capital (Canada) held its W.P. Carey (WPC) position steady in Q1 2026 at 3,627 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Fiera Capital (Canada) first reported a position in WPC in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Fiera Capital (Canada) held 3,627 shares of W.P. Carey worth $246K as of Q1 2026.
Fiera Capital (Canada) left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up ﹤0.01% of Fiera Capital (Canada)'s portfolio in Q1 2026, its #397 holding.
Fiera Capital (Canada) first reported a position in W.P. Carey in Q1 2021 and has held it in 19 quarters since.
Fiera Capital (Canada)'s W.P. Carey position peaked at $1.26M in Q2 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Fiera Capital (Canada)'s 13F filing for Q1 2026, filed 12 May 2026.