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ALPS Advisors’s W.P. Carey WPC Stock Holding History

ALPS Advisors’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
Q4 		– Sell
-6,178
Closed -$422K – 1094
2022
Q3 		$422K Sell
6,178
-306
-5% -$25K ﹤0.01% 646
2022
Q2 		$526K Buy
+6,484
New +$523K 0.01% 575
2022
Q1 		– Sell
-9,224
Closed -$741K – 992
2021
Q4 		$741K Sell
9,224
-482
-5% -$36.9K 0.01% 420
2021
Q3 		$694K Sell
9,706
-685
-7% -$52.1K 0.01% 450
2021
Q2 		$759K Sell
10,391
-195
-2% -$14.3K 0.01% 448
2021
Q1 		$734K Buy
10,586
+1,154
+12% +$77.4K 0.01% 431
2020
Q4 		$652K Buy
9,432
+1,777
+23% +$119K 0.01% 451
2020
Q3 		$489K Sell
7,655
-2,905
-28% -$196K 0.01% 450
2020
Q2 		$700K Sell
10,560
-724
-6% -$45K 0.01% 392
2020
Q1 		$642K Sell
11,284
-3,864
-26% -$293K 0.01% 397
2019
Q4 		$1.19M Buy
+15,148
New +$1.27M 0.01% 302

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ALPS Advisors's WPC Position: Q4 2022 in Review

ALPS Advisors sold out of W.P. Carey (WPC) in Q4 2022, closing a stake of 6,178 shares — an estimated $422K sold.

ALPS Advisors first reported a position in WPC in Q4 2019 and held it in 11 quarters. The position peaked at $1.19M in Q4 2019. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

  • ALPS Advisors reported no remaining W.P. Carey position as of Q4 2022 after selling out during the quarter.
  • ALPS Advisors sold 6,178 W.P. Carey shares in Q4 2022, an estimated $422K.
  • ALPS Advisors first reported a position in W.P. Carey in Q4 2019 and held it in 11 quarters.
  • ALPS Advisors's W.P. Carey position peaked at $1.19M in Q4 2019.
  • 854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on ALPS Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.