Nisa Investment Advisors
WPC icon

Nisa Investment Advisors’s W.P. Carey WPC Stock Holding History

Nisa Investment Advisors’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 		$1.08M Sell
15,552
-8,130
-34% -$570K ﹤0.01% 761
2025
Q4 		$1.55M Sell
23,682
-9,167
-28% -$610K 0.01% 704
2025
Q3 		$2.26M Sell
32,849
-6,197
-16% -$406K 0.01% 616
2025
Q2 		$2.48M Sell
39,046
-9,933
-20% -$612K 0.01% 580
2025
Q1 		$3.14M Sell
48,979
-7,596
-13% -$450K 0.02% 530
2024
Q4 		$3.14M Sell
56,575
-9,876
-15% -$563K 0.01% 556
2024
Q3 		$4.21M Sell
66,451
-13,624
-17% -$808K 0.02% 469
2024
Q2 		$4.48M Sell
80,075
-5,325
-6% -$300K 0.03% 469
2024
Q1 		$4.89M Buy
85,400
+2,356
+3% +$141K 0.03% 443
2023
Q4 		$5.38M Sell
83,044
-5,538
-6% -$319K 0.04% 396
2023
Q3 		$4.69M Sell
88,582
-1,188
-1% -$76.1K 0.04% 420
2023
Q2 		$5.94M Buy
89,770
+657
+0.7% +$45.7K 0.04% 386
2023
Q1 		$6.76M Buy
89,113
+9,541
+12% +$760K 0.05% 333
2022
Q4 		$6.09M Buy
79,572
+7,346
+10% +$552K 0.05% 376
2022
Q3 		$4.94M Buy
72,226
+519
+0.7% +$42.5K 0.04% 378
2022
Q2 		$5.82M Sell
71,707
-14,916
-17% -$1.2M 0.05% 331
2022
Q1 		$6.86M Sell
86,623
-3,160
-4% -$242K 0.05% 340
2021
Q4 		$6.82M Sell
89,783
-11,220
-11% -$859K 0.05% 325
2021
Q3 		$7.23K Buy
101,003
+8,277
+9% +$630K 0.04% 349
2021
Q2 		$6.78K Sell
92,726
-1,577
-2% -$115K 0.04% 356
2021
Q1 		$6.54K Sell
94,303
-2,636
-3% -$177K 0.04% 374
2020
Q4 		$6.7M Buy
96,939
+7,240
+8% +$484K 0.04% 367
2020
Q3 		$5.72M Buy
89,699
+10,900
+14% +$734K 0.05% 339
2020
Q2 		$5.22M Buy
78,799
+19,044
+32% +$1.18M 0.05% 334
2020
Q1 		$3.4M Sell
59,755
-5,996
-9% -$455K 0.04% 382
2019
Q4 		$5.15M Buy
65,751
+5,466
+9% +$458K 0.04% 377
2019
Q3 		$5.29M Buy
60,285
+33,722
+127% +$2.87M 0.05% 364
2019
Q2 		$2.11M Sell
26,563
-626
-2% -$49.6K 0.02% 618
2019
Q1 		$2.09M Buy
27,189
+8,198
+43% +$591K 0.02% 604
2018
Q4 		$1.22M Buy
+18,991
New +$1.24M 0.01% 709
2018
Q3 		– Sell
-3,369
Closed -$219K – 1984
2018
Q2 		$219K Sell
3,369
-3,063
-48% -$194K ﹤0.01% 1244
2018
Q1 		$388K Buy
6,432
+510
+9% +$31.4K ﹤0.01% 1091
2017
Q4 		$400K Hold
5,922
– – ﹤0.01% 1095
2017
Q3 		$391K Buy
5,922
+358
+6% +$23.8K ﹤0.01% 1098
2017
Q2 		$360K Buy
5,564
+5,258
+1,718% +$332K ﹤0.01% 1104
2017
Q1 		$19K Hold
306
– – ﹤0.01% 1521
2016
Q4 		$18K Sell
306
-10,210
-97% -$597K ﹤0.01% 1673
2016
Q3 		$665K Hold
10,516
– – 0.01% 917
2016
Q2 		$715K Buy
10,516
+10,210
+3,337% +$641K 0.01% 873
2016
Q1 		$19K Buy
+306
New +$17.4K ﹤0.01% 1629
2015
Q3 		– Sell
-23,279
Closed -$1.34M – 1298
2015
Q2 		$1.34M Buy
+23,279
New +$1.46M 0.02% 688
2015
Q1 		– Sell
-10,721
Closed -$736K – 1335
2014
Q4 		$736K Sell
10,721
-5,105
-32% -$337K 0.01% 891
2014
Q3 		$988K Buy
+15,826
New +$1.04M 0.01% 778

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

Nisa Investment Advisors's WPC Position: Q1 2026 in Review

Nisa Investment Advisors reduced its W.P. Carey (WPC) stake by 34% in Q1 2026, selling an estimated $570K and leaving 15,552 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Nisa Investment Advisors first reported a position in WPC in Q3 2014 and has held it in 43 quarters since. The position peaked at $6.86M in Q1 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Nisa Investment Advisors held 15,552 shares of W.P. Carey worth $1.08M as of Q1 2026.
  • Nisa Investment Advisors sold 8,130 W.P. Carey shares in Q1 2026, an estimated $570K.
  • W.P. Carey made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #761 holding.
  • Nisa Investment Advisors first reported a position in W.P. Carey in Q3 2014 and has held it in 43 quarters since.
  • Nisa Investment Advisors's W.P. Carey position peaked at $6.86M in Q1 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.