WPC — W P CAREY INC

Ownership history in Presima Securities ULC  ·  26 quarters on record

This page tracks every 13F SEC filing in which Presima Securities ULC reported a position in W P CAREY INC (WPC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.36% (2021 Q2)
Avg. % of fund
1.94%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 43,207 +345 +0.8% 1.60% $2.8M $64.36
2025 Q3 ADDED 42,862 +9,028 +26.7% 0.80% $2.9M $66.62
2025 Q2 ADDED 33,834 +932 +2.8% 0.49% $2.1M $60.68
2025 Q1 ADDED 32,902 +602 +1.9% 0.46% $2.1M $60.51
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WPC price (monthly, adj. close)

Other funds also holding WPC

As of 2025 Q4 — sorted by position size

Waterfront Capital Partners, LLC 3Y 7Y 5.04% Seneca House Advisors 3Y 7Y 2.97% EQUITY INVESTMENT CORP 3Y 7Y 2.11% Dupree Financial Group, LLC 2.08% Creegan & Nassoura Financial Group, LLC 3Y 7Y 2.07% Prairiewood Capital, LLC 3Y 1.96% Rock Point Advisors, LLC 3Y 7Y 1.83% Meixler Investment Management, Ltd. 3Y 1.48% Capital Square, LLC 3Y 1.25% Investmark Advisory Group LLC 3Y 0.96%
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