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Moors & Cabot’s W.P. Carey WPC Stock Holding History

Moors & Cabot’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
19,865
-300
-1% -$21K 0.06% 292
2025
Q4 		$1.3M Buy
20,165
+340
+2% +$22.6K 0.06% 295
2025
Q3 		$1.34M Sell
19,825
-1,240
-6% -$81.2K 0.06% 292
2025
Q2 		$1.31M Hold
21,065
– – 0.06% 278
2025
Q1 		$1.33M Sell
21,065
-275
-1% -$16.3K 0.07% 263
2024
Q4 		$1.16M Sell
21,340
-6,250
-23% -$356K 0.06% 301
2024
Q3 		$1.72M Sell
27,590
-25
-0.1% -$1.48K 0.09% 213
2024
Q2 		$1.52M Buy
27,615
+323
+1% +$18.2K 0.08% 220
2024
Q1 		$1.54M Buy
27,292
+201
+0.7% +$12K 0.08% 222
2023
Q4 		$1.76M Sell
27,091
-1,252
-4% -$72.1K 0.11% 177
2023
Q3 		$1.5M Buy
28,343
+1,219
+4% +$78.1K 0.1% 194
2023
Q2 		$1.79M Buy
27,124
+114
+0.4% +$7.92K 0.12% 171
2023
Q1 		$2.05M Sell
27,010
-81
-0.3% -$6.45K 0.14% 160
2022
Q4 		$2.07M Sell
27,091
-32
-0.1% -$2.4K 0.14% 156
2022
Q3 		$1.85M Buy
27,123
+675
+3% +$55.3K 0.14% 158
2022
Q2 		$2.15M Buy
26,448
+65
+0.2% +$5.25K 0.15% 140
2022
Q1 		$2.09M Buy
26,383
+1,637
+7% +$126K 0.13% 165
2021
Q4 		$1.99M Sell
24,746
-570
-2% -$43.6K 0.12% 166
2021
Q3 		$1.82M Buy
25,316
+714
+3% +$54.4K 0.11% 176
2021
Q2 		$1.8M Buy
24,602
+842
+4% +$61.6K 0.13% 169
2021
Q1 		$1.65M Buy
23,760
+16,210
+215% +$1.09M 0.13% 164
2020
Q4 		$529K Buy
+7,550
New +$504K 0.04% 351
2020
Q1 		– Sell
-3,928
Closed -$308K – 697
2019
Q4 		$308K Sell
3,928
-668
-15% -$56K 0.03% 460
2019
Q3 		$403K Buy
+4,596
New +$392K 0.04% 373

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

Moors & Cabot's WPC Position: Q1 2026 in Review

Moors & Cabot reduced its W.P. Carey (WPC) stake by 1.5% in Q1 2026, selling an estimated $21K and leaving 19,865 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #292.

Moors & Cabot first reported a position in WPC in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.15M in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Moors & Cabot held 19,865 shares of W.P. Carey worth $1.35M as of Q1 2026.
  • Moors & Cabot sold 300 W.P. Carey shares in Q1 2026, an estimated $21K.
  • W.P. Carey made up 0.06% of Moors & Cabot's portfolio in Q1 2026, its #292 holding.
  • Moors & Cabot first reported a position in W.P. Carey in Q3 2019 and has held it in 24 quarters since.
  • Moors & Cabot's W.P. Carey position peaked at $2.15M in Q2 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.