Alberta Investment Management Corp (AIMCo)’s W.P. Carey WPC Stock Holding History

Alberta Investment Management Corp (AIMCo)’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 Q2	–	Sell	-5,700	Closed	-$322K	–	1044
2024 Q1	$322K	Hold	5,700	–	–	﹤0.01%	901
2023 Q4	$369K	Sell	5,700 -120	-2%	-$6.91K	﹤0.01%	875
2023 Q3	$308K	Hold	5,820	–	–	﹤0.01%	910
2023 Q2	$385K	Hold	5,820	–	–	﹤0.01%	1006
2023 Q1	$441K	Buy	+5,820	New	+$464K	﹤0.01%	993
2020 Q3	–	Sell	-42,780	Closed	-$2.83M	–	1156
2020 Q2	$2.83M	Sell	42,780 -31,753	-43%	-$1.97M	0.03%	442
2020 Q1	$4.24M	Buy	+74,533	New	+$5.65M	0.08%	289
2018 Q3	–	Sell	-3,471	Closed	-$226K	–	904
2018 Q2	$226K	Sell	3,471 -37,267	-91%	-$2.36M	﹤0.01%	787
2018 Q1	$2.47M	Buy	+40,738	New	+$2.51M	0.02%	427
2017 Q2	–	Sell	-13,579	Closed	-$828K	–	846
2017 Q1	$828K	Buy	+13,579	New	+$824K	0.01%	622

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alberta Investment Management Corp (AIMCo)'s WPC Position: Q2 2024 in Review

Alberta Investment Management Corp (AIMCo) sold out of W.P. Carey (WPC) in Q2 2024, closing a stake of 5,700 shares — an estimated $322K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in WPC in Q1 2017 and held it in 10 quarters. The position peaked at $4.24M in Q1 2020. 783 funds tracked by Wall St. Rank hold WPC as of Q2 2024.

Alberta Investment Management Corp (AIMCo) reported no remaining W.P. Carey position as of Q2 2024 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 5,700 W.P. Carey shares in Q2 2024, an estimated $322K.
Alberta Investment Management Corp (AIMCo) first reported a position in W.P. Carey in Q1 2017 and held it in 10 quarters.
Alberta Investment Management Corp (AIMCo)'s W.P. Carey position peaked at $4.24M in Q1 2020.
783 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2024.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2024, filed 13 Aug 2024.