3F
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360 Financial’s W.P. Carey WPC Stock Holding History

360 Financial’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
2024
Q4 		– Sell
-3,718
Closed -$232K – 91
2024
Q3 		$232K Sell
3,718
-299
-7% -$17.7K 0.09% 75
2024
Q2 		$221K Sell
4,017
-2,263
-36% -$128K 0.08% 78
2024
Q1 		$354K Sell
6,280
-20
-0.3% -$1.2K 0.14% 60
2023
Q4 		$408K Sell
6,300
-1,002
-14% -$57.7K 0.18% 55
2023
Q3 		$382K Sell
7,302
-763
-9% -$48.9K 0.24% 42
2023
Q2 		$534K Sell
8,065
-28
-0.3% -$1.95K 0.28% 44
2023
Q1 		$614K Buy
8,093
+2,904
+56% +$231K 0.32% 42
2022
Q4 		$355K Hold
5,189
– – 0.23% 54
2022
Q3 		$355K Buy
5,189
+1,723
+50% +$141K 0.23% 54
2022
Q2 		$283K Hold
3,466
– – 0.17% 59
2022
Q1 		$275K Buy
+3,466
New +$266K 0.13% 72

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

360 Financial's WPC Position: Q4 2024 in Review

360 Financial sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 3,718 shares — an estimated $232K sold.

360 Financial first reported a position in WPC in Q1 2022 and held it in 11 quarters. The position peaked at $614K in Q1 2023. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • 360 Financial reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • 360 Financial sold 3,718 W.P. Carey shares in Q4 2024, an estimated $232K.
  • 360 Financial first reported a position in W.P. Carey in Q1 2022 and held it in 11 quarters.
  • 360 Financial's W.P. Carey position peaked at $614K in Q1 2023.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on 360 Financial's 13F filing for Q4 2024, filed 14 Feb 2025.