Advisor Partners’s W.P. Carey WPC Stock Holding History

Advisor Partners’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
2022 Q2	$286K	Sell	3,520 -211	-6%	-$17K	0.02%	655
2022 Q1	$295K	Buy	3,731 +26	+0.7%	+$1.99K	0.02%	681
2021 Q4	$298K	Sell	3,705 -27	-0.7%	-$2.07K	0.02%	669
2021 Q3	$267K	Hold	3,732	–	–	0.02%	678
2021 Q2	$273K	Hold	3,732	–	–	0.02%	681
2021 Q1	$259K	Sell	3,732 -41	-1%	-$2.75K	0.02%	681
2020 Q4	$261K	Hold	3,773	–	–	0.02%	624
2020 Q3	$241K	Sell	3,773 -30	-0.8%	-$2.02K	0.02%	582
2020 Q2	$252K	Sell	3,803 -10	-0.3%	-$621	0.02%	572
2020 Q1	$216K	Sell	3,813 -141	-4%	-$10.7K	0.03%	527
2019 Q4	$322K	Sell	3,954 -249	-6%	-$20.9K	0.03%	475
2019 Q3	$368K	Buy	+4,203	New	+$358K	0.04%	401

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor Partners's WPC Position: Q2 2022 in Review

Advisor Partners reduced its W.P. Carey (WPC) stake by 5.7% in Q2 2022, selling an estimated $17K and leaving 3,520 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #655.

Advisor Partners first reported a position in WPC in Q3 2019 and has held it in 12 quarters since. The position peaked at $368K in Q3 2019. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

Advisor Partners held 3,520 shares of W.P. Carey worth $286K as of Q2 2022.
Advisor Partners sold 211 W.P. Carey shares in Q2 2022, an estimated $17K.
W.P. Carey made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #655 holding.
Advisor Partners first reported a position in W.P. Carey in Q3 2019 and has held it in 12 quarters since.
Advisor Partners's W.P. Carey position peaked at $368K in Q3 2019.
812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.