Mackenzie Financial
WPC icon

Mackenzie Financial’s W.P. Carey WPC Stock Holding History

Mackenzie Financial’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 		$1.35M Sell
19,936
-334
-2% -$23.4K ﹤0.01% 1025
2025
Q4 		$1.32M Buy
20,270
+12,236
+152% +$815K ﹤0.01% 982
2025
Q3 		$543K Sell
8,034
-14,788
-65% -$968K ﹤0.01% 1228
2025
Q2 		$1.42M Buy
22,822
+2,035
+10% +$125K ﹤0.01% 916
2025
Q1 		$1.31M Buy
20,787
+1,763
+9% +$104K ﹤0.01% 904
2024
Q4 		$1.04M Buy
19,024
+7,352
+63% +$419K ﹤0.01% 927
2024
Q3 		$727K Sell
11,672
-776
-6% -$46K ﹤0.01% 934
2024
Q2 		$685K Sell
12,448
-950
-7% -$53.5K ﹤0.01% 938
2024
Q1 		$756K Buy
13,398
+4,719
+54% +$282K ﹤0.01% 940
2023
Q4 		$562K Sell
8,679
-11,115
-56% -$640K ﹤0.01% 966
2023
Q3 		$1.02M Sell
19,794
-5,631
-22% -$361K ﹤0.01% 845
2023
Q2 		$1.71M Buy
25,425
+1,081
+4% +$75.2K ﹤0.01% 755
2023
Q1 		$1.85M Buy
24,344
+4,294
+21% +$342K ﹤0.01% 752
2022
Q4 		$1.53M Sell
20,050
-2,938
-13% -$221K ﹤0.01% 722
2022
Q3 		$1.57M Sell
22,988
-384
-2% -$31.4K ﹤0.01% 745
2022
Q2 		$1.9M Buy
23,372
+5,687
+32% +$459K ﹤0.01% 736
2022
Q1 		$1.4M Buy
17,685
+1,329
+8% +$102K ﹤0.01% 818
2021
Q4 		$1.31M Sell
16,356
-131
-0.8% -$10K ﹤0.01% 849
2021
Q3 		$1.18M Buy
16,487
+3,102
+23% +$236K ﹤0.01% 889
2021
Q2 		$978K Buy
13,385
+135
+1% +$9.88K ﹤0.01% 880
2021
Q1 		$918K Sell
13,250
-4,575
-26% -$307K ﹤0.01% 828
2020
Q4 		$1.23M Sell
17,825
-11,704
-40% -$782K ﹤0.01% 683
2020
Q3 		$1.89M Buy
29,529
+12,963
+78% +$873K ﹤0.01% 566
2020
Q2 		$1.1M Sell
16,566
-29,158
-64% -$1.81M ﹤0.01% 660
2020
Q1 		$2.6M Sell
45,724
-25,347
-36% -$1.92M 0.01% 456
2019
Q4 		$5.57M Buy
71,071
+1,833
+3% +$154K 0.01% 415
2019
Q3 		$6.07M Sell
69,238
-12
-0% -$1.02K 0.02% 403
2019
Q2 		$5.51M Buy
69,250
+9,792
+16% +$776K 0.01% 418
2019
Q1 		$4.56M Sell
59,458
-1,703
-3% -$123K 0.01% 554
2018
Q4 		$3.91M Buy
+61,161
New +$3.98M 0.01% 562
2016
Q2 		– Sell
-10,766
Closed -$656K – 953
2016
Q1 		$656K Hold
10,766
– – 0.01% 605
2015
Q4 		$622K Buy
10,766
+831
+8% +$49.8K ﹤0.01% 623
2015
Q3 		$563K Buy
9,935
+204
+2% +$11.9K ﹤0.01% 644
2015
Q2 		$562K Buy
9,731
+2,716
+39% +$170K ﹤0.01% 655
2015
Q1 		$467K Buy
7,015
+677
+11% +$46.5K ﹤0.01% 675
2014
Q4 		$435K Buy
6,338
+719
+13% +$47.5K ﹤0.01% 657
2014
Q3 		$351K Buy
5,619
+420
+8% +$27.5K ﹤0.01% 664
2014
Q2 		$328K Hold
5,199
– – ﹤0.01% 624
2014
Q1 		$306K Hold
5,199
– – ﹤0.01% 616
2013
Q4 		$312K Buy
5,199
+720
+16% +$45.3K ﹤0.01% 602
2013
Q3 		$291K Buy
+4,479
New +$295K ﹤0.01% 596

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mackenzie Financial's WPC Position: Q1 2026 in Review

Mackenzie Financial reduced its W.P. Carey (WPC) stake by 1.6% in Q1 2026, selling an estimated $23.4K and leaving 19,936 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Mackenzie Financial first reported a position in WPC in Q3 2013 and has held it in 41 quarters since. The position peaked at $6.07M in Q3 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Mackenzie Financial held 19,936 shares of W.P. Carey worth $1.35M as of Q1 2026.
  • Mackenzie Financial sold 334 W.P. Carey shares in Q1 2026, an estimated $23.4K.
  • W.P. Carey made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #1025 holding.
  • Mackenzie Financial first reported a position in W.P. Carey in Q3 2013 and has held it in 41 quarters since.
  • Mackenzie Financial's W.P. Carey position peaked at $6.07M in Q3 2019.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.