ACM
AEW Capital Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Sell |
61,560
-78,080
| -56% | -$4.87M | 0.2% | 41 |
|
|
2025
Q1 | $8.81M | Hold |
139,640
| – | – | 0.43% | 37 |
|
|
2024
Q4 | $7.61M | Hold |
139,640
| – | – | 0.37% | 37 |
|
|
2024
Q3 | $8.7M | Sell |
139,640
-76,760
| -35% | -$4.78M | 0.37% | 41 |
|
|
2024
Q2 | $11.9M | Hold |
216,400
| – | – | 0.58% | 35 |
|
|
2024
Q1 | $12.2M | Sell |
216,400
-80,060
| -27% | -$4.52M | 0.6% | 36 |
|
|
2023
Q4 | $19.2M | Buy |
296,460
+142,600
| +93% | +$9.24M | 0.7% | 34 |
|
|
2023
Q3 | $8.32M | Buy |
153,860
+48,820
| +46% | +$2.64M | 0.35% | 39 |
|
|
2023
Q2 | $7.1M | Sell |
105,040
-3,740
| -3% | -$253K | 0.27% | 41 |
|
|
2023
Q1 | $8.43M | Buy |
108,780
+26,420
| +32% | +$2.05M | 0.31% | 44 |
|
|
2022
Q4 | $6.44M | Buy |
+82,360
| New | +$6.44M | 0.25% | 43 |
|