TD Waterhouse Canada’s W.P. Carey WPC Stock Holding History

TD Waterhouse 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	$15.2K	Hold	219	–	–	﹤0.01%	1654
2025 Q4	$14.1K	Hold	219	–	–	﹤0.01%	1479
2025 Q3	$15K	Hold	219	–	–	﹤0.01%	1461
2025 Q2	$13.8K	Hold	219	–	–	﹤0.01%	1385
2025 Q1	$13.8K	Buy	+219	New	+$13K	﹤0.01%	1344
2023 Q4	–	Sell	-989	Closed	-$51.8K	–	1805
2023 Q3	$51.8K	Sell	989 -392	-28%	-$25.1K	﹤0.01%	905
2023 Q2	$92.6K	Buy	1,381 +768	+125%	+$53.4K	﹤0.01%	805
2023 Q1	$47.1K	Sell	613 -50	-8%	-$3.98K	﹤0.01%	914
2022 Q4	$52.3K	Buy	663 +57	+9%	+$4.28K	﹤0.01%	893
2022 Q3	$44.1K	Sell	606 -118	-16%	-$9.66K	﹤0.01%	928
2022 Q2	$61.2K	Buy	724 +6	+0.8%	+$484	﹤0.01%	892
2022 Q1	$59.3K	Buy	718 +332	+86%	+$25.5K	﹤0.01%	961
2021 Q4	$30.9K	Buy	+386	New	+$29.5K	﹤0.01%	1106

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

TD Waterhouse Canada's WPC Position: Q1 2026 in Review

TD Waterhouse Canada held its W.P. Carey (WPC) position steady in Q1 2026 at 219 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

TD Waterhouse Canada first reported a position in WPC in Q4 2021 and has held it in 13 quarters since. The position peaked at $92.6K in Q2 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

TD Waterhouse Canada held 219 shares of W.P. Carey worth $15.2K as of Q1 2026.
TD Waterhouse Canada left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #1654 holding.
TD Waterhouse Canada first reported a position in W.P. Carey in Q4 2021 and has held it in 13 quarters since.
TD Waterhouse Canada's W.P. Carey position peaked at $92.6K in Q2 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.