ZIM
WPC icon

Zacks Investment Management’s W.P. Carey WPC Stock Holding History

Zacks Investment Management’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 		$38.6M Buy
568,019
+8,693
+2% +$610K 0.31% 85
2025
Q4 		$36M Sell
559,326
-12,612
-2% -$840K 0.28% 92
2025
Q3 		$38.6M Buy
571,938
+2,288
+0.4% +$150K 0.31% 83
2025
Q2 		$35.5M Buy
569,650
+7,253
+1% +$447K 0.3% 89
2025
Q1 		$35.5M Buy
562,397
+47,499
+9% +$2.81M 0.33% 86
2024
Q4 		$28.1M Sell
514,898
-98,908
-16% -$5.64M 0.26% 103
2024
Q3 		$38.2M Buy
613,806
+59,075
+11% +$3.5M 0.33% 80
2024
Q2 		$30.5M Buy
554,731
+13,485
+2% +$760K 0.34% 73
2024
Q1 		$30.5M Buy
541,246
+34,128
+7% +$2.04M 0.33% 81
2023
Q4 		$32.9M Sell
507,118
-60,235
-11% -$3.47M 0.4% 69
2023
Q3 		$30.1M Sell
567,353
-4,766
-0.8% -$305K 0.39% 67
2023
Q2 		$37.9M Buy
572,119
+988
+0.2% +$68.7K 0.48% 61
2023
Q1 		$43.3M Sell
571,131
-653,129
-53% -$52M 0.58% 52
2022
Q4 		$42.7M Buy
1,224,260
+690,813
+129% +$51.9M 0.6% 45
2022
Q3 		$36.5M Buy
533,447
+13,735
+3% +$1.12M 0.58% 51
2022
Q2 		$42.2M Buy
519,712
+32,583
+7% +$2.63M 0.64% 53
2022
Q1 		$38.6M Buy
487,129
+33,171
+7% +$2.54M 0.54% 60
2021
Q4 		$36.5M Sell
453,958
-97
-0% -$7.42K 0.51% 58
2021
Q3 		$32.5M Buy
454,055
+8,247
+2% +$628K 0.51% 60
2021
Q2 		$32.6M Buy
445,808
+4,763
+1% +$349K 0.53% 60
2021
Q1 		$30.6M Buy
441,045
+1,966
+0.4% +$132K 0.54% 59
2020
Q4 		$30.4M Sell
439,079
-44,609
-9% -$2.98M 0.56% 60
2020
Q3 		$30.9M Sell
483,688
-11,881
-2% -$801K 0.63% 55
2020
Q2 		$32.8M Buy
495,569
+12,172
+3% +$756K 0.72% 50
2020
Q1 		$27.5M Buy
+483,397
New +$36.7M 0.67% 49
2019
Q3 		– Sell
-41,392
Closed -$3.29M – 590
2019
Q2 		$3.29M Buy
41,392
+2,668
+7% +$211K 0.07% 177
2019
Q1 		$2.97M Sell
38,724
-1,074
-3% -$77.4K 0.06% 196
2018
Q4 		$2.55M Sell
39,798
-18,062
-31% -$1.18M 0.06% 190
2018
Q3 		$3.64M Buy
57,860
+1,657
+3% +$107K 0.08% 185
2018
Q2 		$3.65M Buy
56,203
+4,121
+8% +$261K 0.08% 181
2018
Q1 		$3.16M Buy
+52,082
New +$3.21M 0.07% 197
2016
Q4 		– Sell
-26,604
Closed -$1.68M – 746
2016
Q3 		$1.68M Buy
26,604
+9,161
+53% +$611K 0.05% 235
2016
Q2 		$1.19M Buy
17,443
+12,623
+262% +$793K 0.04% 290
2016
Q1 		$294K Buy
+4,820
New +$274K 0.01% 497
2015
Q3 		– Sell
-5,206
Closed -$301K – 677
2015
Q2 		$301K Sell
5,206
-9,301
-64% -$582K 0.01% 532
2015
Q1 		$966K Sell
14,507
-2,521
-15% -$173K 0.03% 297
2014
Q4 		$1.17M Sell
17,028
-208
-1% -$13.7K 0.04% 247
2014
Q3 		$1.08M Sell
17,236
-512
-3% -$33.5K 0.04% 238
2014
Q2 		$1.12M Buy
17,748
+10,949
+161% +$668K 0.04% 238
2014
Q1 		$400K Buy
6,799
+1,583
+30% +$95.6K 0.01% 479
2013
Q4 		$313K Buy
5,216
+546
+12% +$34.4K 0.01% 530
2013
Q3 		$296K Buy
+4,670
New +$307K 0.01% 526

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

Zacks Investment Management's WPC Position: Q1 2026 in Review

Zacks Investment Management increased its W.P. Carey (WPC) stake by 1.6% in Q1 2026, buying an estimated $610K and bringing the position to 568,019 shares worth $38.6M. The position accounts for 0.31% of the portfolio, ranked #85.

Zacks Investment Management first reported a position in WPC in Q3 2013 and has held it in 42 quarters since. The position peaked at $43.3M in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Zacks Investment Management held 568,019 shares of W.P. Carey worth $38.6M as of Q1 2026.
  • Zacks Investment Management bought 8,693 W.P. Carey shares in Q1 2026, an estimated $610K.
  • W.P. Carey made up 0.31% of Zacks Investment Management's portfolio in Q1 2026, its #85 holding.
  • Zacks Investment Management first reported a position in W.P. Carey in Q3 2013 and has held it in 42 quarters since.
  • Zacks Investment Management's W.P. Carey position peaked at $43.3M in Q1 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.