Zurich Cantonal Bank
WPC icon

Zurich Cantonal Bank’s W.P. Carey WPC Stock Holding History

Zurich Cantonal Bank’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 		$23.5M Buy
345,828
+27,240
+9% +$1.91M 0.05% 299
2025
Q4 		$20.5M Buy
318,588
+6,747
+2% +$449K 0.04% 332
2025
Q3 		$21.1M Buy
311,841
+178,353
+134% +$11.7M 0.05% 308
2025
Q2 		$8.33M Buy
133,488
+8,350
+7% +$514K 0.02% 493
2025
Q1 		$7.9M Buy
125,138
+423
+0.3% +$25K 0.02% 486
2024
Q4 		$6.79M Buy
124,715
+31,427
+34% +$1.79M 0.02% 516
2024
Q3 		$5.81M Buy
93,288
+11,490
+14% +$681K 0.02% 546
2024
Q2 		$4.5M Sell
81,798
-46,463
-36% -$2.62M 0.01% 571
2024
Q1 		$7.24M Sell
128,261
-3,215
-2% -$192K 0.03% 467
2023
Q4 		$8.52M Buy
131,476
+49,637
+61% +$2.86M 0.03% 423
2023
Q3 		$4.33M Sell
81,839
-276
-0.3% -$17.7K 0.02% 539
2023
Q2 		$5.43M Buy
82,115
+2,684
+3% +$187K 0.02% 488
2023
Q1 		$6.03M Buy
79,431
+6,350
+9% +$506K 0.03% 448
2022
Q4 		$5.59M Sell
73,081
-33,671
-32% -$2.53M 0.03% 459
2022
Q3 		$7.3M Buy
106,752
+8,465
+9% +$693K 0.04% 378
2022
Q2 		$7.98M Sell
98,287
-4,762
-5% -$384K 0.05% 359
2022
Q1 		$8.16M Sell
103,049
-44,816
-30% -$3.44M 0.04% 393
2021
Q4 		$11.9M Buy
147,865
+66,314
+81% +$5.08M 0.06% 305
2021
Q3 		$5.83M Buy
81,551
+3,358
+4% +$256K 0.03% 466
2021
Q2 		$5.71M Sell
78,193
-5,305
-6% -$388K 0.03% 455
2021
Q1 		$5.79M Sell
83,498
-46,441
-36% -$3.11M 0.03% 446
2020
Q4 		$8.98M Sell
129,939
-40,466
-24% -$2.7M 0.05% 328
2020
Q3 		$10.9M Buy
170,405
+93,730
+122% +$6.32M 0.08% 231
2020
Q2 		$5.08M Sell
76,675
-4,757
-6% -$295K 0.04% 385
2020
Q1 		$4.63M Buy
81,432
+2,228
+3% +$169K 0.04% 387
2019
Q4 		$6.21M Sell
79,204
-53,740
-40% -$4.5M 0.05% 381
2019
Q3 		$11.7M Buy
132,944
+64,328
+94% +$5.48M 0.1% 229
2019
Q2 		$5.46M Buy
68,616
+5,907
+9% +$468K 0.05% 405
2019
Q1 		$4.81M Buy
62,709
+2,318
+4% +$167K 0.04% 410
2018
Q4 		$3.87M Buy
60,391
+31,209
+107% +$2.03M 0.04% 439
2018
Q3 		$1.84M Buy
29,182
+625
+2% +$40.2K 0.02% 676
2018
Q2 		$1.86M Buy
28,557
+18,071
+172% +$1.15M 0.02% 673
2018
Q1 		$637K Buy
10,486
+1,532
+17% +$94.3K 0.01% 833
2017
Q4 		$604K Buy
8,954
+1,578
+21% +$108K 0.01% 845
2017
Q3 		$487K Buy
7,376
+42
+0.6% +$2.79K ﹤0.01% 852
2017
Q2 		$474K Buy
7,334
+1,282
+21% +$81K ﹤0.01% 858
2017
Q1 		$369K Buy
6,052
+297
+5% +$18K ﹤0.01% 890
2016
Q4 		$333K Buy
5,755
+16
+0.3% +$936 ﹤0.01% 896
2016
Q3 		$363K Buy
5,739
+472
+9% +$31.5K ﹤0.01% 886
2016
Q2 		$358K Buy
5,267
+294
+6% +$18.5K ﹤0.01% 871
2016
Q1 		$303K Hold
4,973
– – ﹤0.01% 887
2015
Q4 		$287K Buy
4,973
+2,665
+115% +$160K ﹤0.01% 904
2015
Q3 		$131K Buy
2,308
+1,027
+80% +$59.8K ﹤0.01% 957
2015
Q2 		$74K Sell
1,281
-57
-4% -$3.56K ﹤0.01% 982
2015
Q1 		$89K Buy
1,338
+108
+9% +$7.42K ﹤0.01% 964
2014
Q4 		$84K Buy
1,230
+251
+26% +$16.6K ﹤0.01% 820
2014
Q3 		$61K Hold
979
– – ﹤0.01% 827
2014
Q2 		$62K Buy
979
+273
+39% +$16.6K ﹤0.01% 877
2014
Q1 		$42K Buy
706
+220
+45% +$13.3K ﹤0.01% 875
2013
Q4 		$29K Buy
486
+200
+70% +$12.6K ﹤0.01% 883
2013
Q3 		$18K Hold
286
– – ﹤0.01% 889
2013
Q2 		$19K Buy
+286
New +$19.4K ﹤0.01% 891

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

Zurich Cantonal Bank's WPC Position: Q1 2026 in Review

Zurich Cantonal Bank increased its W.P. Carey (WPC) stake by 8.6% in Q1 2026, buying an estimated $1.91M and bringing the position to 345,828 shares worth $23.5M. The position accounts for 0.05% of the portfolio, ranked #299.

Zurich Cantonal Bank first reported a position in WPC in Q2 2013 and has held it in 52 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Zurich Cantonal Bank held 345,828 shares of W.P. Carey worth $23.5M as of Q1 2026.
  • Zurich Cantonal Bank bought 27,240 W.P. Carey shares in Q1 2026, an estimated $1.91M.
  • W.P. Carey made up 0.05% of Zurich Cantonal Bank's portfolio in Q1 2026, its #299 holding.
  • Zurich Cantonal Bank first reported a position in W.P. Carey in Q2 2013 and has held it in 52 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.