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Cambridge Investment Research Advisors, Inc. → WPC

Cambridge Investment Research Advisors, Inc. WPC Position History

W. P. Carey Inc. • Real Estate

Quarters held
6
Latest value
$9.5M
Q3 2026
Peak value
$10.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10M
Q4 2025$9.4M
Q1 2026$9.8M
Q2 2026$10.1M
Q2 2026$10.1M
Q3 2026$9.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.5M147.2K——
Q2 2026$10.1M141.8K——
Q2 2026$10.1M141.8K——
Q1 2026$9.8M143.5K——
Q4 2025$9.4M145.4K——
Q3 2025$10M147.5K——

Other funds holding WPC

Other Cambridge Investment Research Advisors, Inc. positions

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AAPL

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VANGUARD INDEX FDS

$1.2B
Cambridge Investment Research Advisors, Inc. WPC Holdings: 13F Position History | Track13F