Fisher Asset Management’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 | $384K | Buy |
5,655
+393
| +7% | +$27.6K | ﹤0.01% | 843 |
|
|
2025
Q4 | $339K | Sell |
5,262
-1,782
| -25% | -$119K | ﹤0.01% | 867 |
|
|
2025
Q3 | $476K | Buy |
7,044
+3,448
| +96% | +$226K | ﹤0.01% | 786 |
|
|
2025
Q2 | $224K | Sell |
3,596
-901
| -20% | -$55.5K | ﹤0.01% | 944 |
|
|
2025
Q1 | $284K | Buy |
4,497
+459
| +11% | +$27.2K | ﹤0.01% | 906 |
|
|
2024
Q4 | $220K | Sell |
4,038
-397
| -9% | -$22.6K | ﹤0.01% | 931 |
|
|
2024
Q3 | $276K | Sell |
4,435
-555
| -11% | -$32.9K | ﹤0.01% | 847 |
|
|
2024
Q2 | $275K | Sell |
4,990
-1,984
| -28% | -$112K | ﹤0.01% | 895 |
|
|
2024
Q1 | $394K | Buy |
6,974
+163
| +2% | +$9.76K | ﹤0.01% | 814 |
|
|
2023
Q4 | $441K | Buy |
6,811
+70
| +1% | +$4.03K | ﹤0.01% | 801 |
|
|
2023
Q3 | $357K | Sell |
6,741
-1,125
| -14% | -$72.1K | ﹤0.01% | 898 |
|
|
2023
Q2 | $521K | Buy |
7,866
+1,256
| +19% | +$87.3K | ﹤0.01% | 863 |
|
|
2023
Q1 | $501K | Buy |
6,610
+403
| +6% | +$32.1K | ﹤0.01% | 850 |
|
|
2022
Q4 | $475K | Sell |
6,207
-2,036
| -25% | -$153K | ﹤0.01% | 843 |
|
|
2022
Q3 | $564K | Sell |
8,243
-1,531
| -16% | -$125K | ﹤0.01% | 736 |
|
|
2022
Q2 | $793K | Buy |
9,774
+3,910
| +67% | +$316K | ﹤0.01% | 647 |
|
|
2022
Q1 | $464K | Buy |
5,864
+198
| +3% | +$15.2K | ﹤0.01% | 743 |
|
|
2021
Q4 | $455K | Sell |
5,666
-754
| -12% | -$57.7K | ﹤0.01% | 782 |
|
|
2021
Q3 | $459K | Buy |
6,420
+580
| +10% | +$44.1K | ﹤0.01% | 739 |
|
|
2021
Q2 | $427K | Sell |
5,840
-172
| -3% | -$12.6K | ﹤0.01% | 744 |
|
|
2021
Q1 | $417K | Sell |
6,012
-1,053
| -15% | -$70.6K | ﹤0.01% | 732 |
|
|
2020
Q4 | $488K | Sell |
7,065
-2,660
| -27% | -$178K | ﹤0.01% | 713 |
|
|
2020
Q3 | $621K | Buy |
9,725
+3,921
| +68% | +$264K | ﹤0.01% | 621 |
|
|
2020
Q2 | $385K | Buy |
5,804
+360
| +7% | +$22.4K | ﹤0.01% | 688 |
|
|
2020
Q1 | $310K | Sell |
5,444
-614
| -10% | -$46.6K | ﹤0.01% | 678 |
|
|
2019
Q4 | $475K | Buy |
6,058
+363
| +6% | +$30.4K | ﹤0.01% | 670 |
|
|
2019
Q3 | $499K | Buy |
5,695
+18
| +0.3% | +$1.53K | ﹤0.01% | 687 |
|
|
2019
Q2 | $451K | Sell |
5,677
-1,032
| -15% | -$81.7K | ﹤0.01% | 679 |
|
|
2019
Q1 | $515K | Buy |
6,709
+1,085
| +19% | +$78.2K | ﹤0.01% | 640 |
|
|
2018
Q4 | $360K | Buy |
5,624
+1,567
| +39% | +$102K | ﹤0.01% | 692 |
|
|
2018
Q3 | $256K | Sell |
4,057
-542
| -12% | -$34.9K | ﹤0.01% | 734 |
|
|
2018
Q2 | $299K | Sell |
4,599
-990
| -18% | -$62.7K | ﹤0.01% | 706 |
|
|
2018
Q1 | $339K | Sell |
5,589
-10
| -0.2% | -$615 | ﹤0.01% | 662 |
|
|
2017
Q4 | $378K | Sell |
5,599
-502
| -8% | -$34.4K | ﹤0.01% | 692 |
|
|
2017
Q3 | $403K | Sell |
6,101
-916
| -13% | -$60.9K | ﹤0.01% | 645 |
|
|
2017
Q2 | $454K | Buy |
7,017
+1,940
| +38% | +$123K | ﹤0.01% | 605 |
|
|
2017
Q1 | $309K | Sell |
5,077
-307
| -6% | -$18.6K | ﹤0.01% | 622 |
|
|
2016
Q4 | $312K | Buy |
5,384
+153
| +3% | +$8.95K | ﹤0.01% | 620 |
|
|
2016
Q3 | $331K | Buy |
5,231
+154
| +3% | +$10.3K | ﹤0.01% | 618 |
|
|
2016
Q2 | $347K | Buy |
5,077
+1,633
| +47% | +$103K | ﹤0.01% | 603 |
|
|
2016
Q1 | $210K | Sell |
3,444
-53
| -2% | -$3.01K | ﹤0.01% | 653 |
|
|
2015
Q4 | $202K | Buy |
+3,497
| New | +$210K | ﹤0.01% | 696 |
|
Other funds holding WPC
VPM
VCM
Fisher Asset Management's WPC Position: Q1 2026 in Review
Fisher Asset Management increased its W.P. Carey (WPC) stake by 7.5% in Q1 2026, buying an estimated $27.6K and bringing the position to 5,655 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #843.
Fisher Asset Management first reported a position in WPC in Q4 2015 and has held it in 42 quarters since. The position peaked at $793K in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Fisher Asset Management held 5,655 shares of W.P. Carey worth $384K as of Q1 2026.
- Fisher Asset Management bought 393 W.P. Carey shares in Q1 2026, an estimated $27.6K.
- W.P. Carey made up ﹤0.01% of Fisher Asset Management's portfolio in Q1 2026, its #843 holding.
- Fisher Asset Management first reported a position in W.P. Carey in Q4 2015 and has held it in 42 quarters since.
- Fisher Asset Management's W.P. Carey position peaked at $793K in Q2 2022.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.