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CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WPC overviewAll 13F holders of WPCFull Q3 2026 holdings

Shares (Q3 2026)
1,961
Value
$127.0K
% of portfolio
<0.1%
Quarters held
6
Since Q2 2022
Holdings of WPC by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20261,961$127.0K<0.1%+344+21.3%AddedHolders
Q2 20261,617$116.0K<0.1%−1,614−50.0%ReducedHolders
Q1 20263,231$220.0K<0.1%−387−10.7%ReducedHolders
Q4 20253,618$233.0K<0.1%−4,093−53.1%ReducedHolders
Q3 20257,711$521.0K<0.1%+7,711NewHolders
Q3 20220$00.0%−150−100.0%Sold outHolders
Q2 2022150$12.0K<0.1%+150NewHolders