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American Portfolios Advisors’s W.P. Carey WPC Stock Holding History

American Portfolios 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
Q3 		$815K Buy
11,918
+1,553
+15% +$127K 0.03% 486
2022
Q2 		$841K Buy
10,365
+649
+7% +$52.4K 0.03% 475
2022
Q1 		$769K Buy
9,716
+1,312
+16% +$101K 0.03% 568
2021
Q4 		$675K Buy
8,404
+1,602
+24% +$123K 0.02% 618
2021
Q3 		$487K Buy
6,802
+1,881
+38% +$143K 0.02% 725
2021
Q2 		$360K Buy
4,921
+1,054
+27% +$77.1K 0.01% 868
2021
Q1 		$268K Buy
3,867
+500
+15% +$33.5K 0.01% 906
2020
Q4 		$233K Buy
3,367
+550
+20% +$36.7K 0.01% 836
2020
Q3 		$180K Buy
2,817
+30
+1% +$2.02K 0.01% 840
2020
Q2 		$185K Sell
2,787
-240
-8% -$14.9K 0.01% 766
2020
Q1 		$172K Sell
3,027
-434
-13% -$32.9K 0.01% 700
2019
Q4 		$271K Buy
3,461
+427
+14% +$35.8K 0.02% 630
2019
Q3 		$266K Buy
3,034
+250
+9% +$21.3K 0.02% 604
2019
Q2 		$221K Buy
2,784
+1,304
+88% +$103K 0.02% 677
2019
Q1 		$114K Buy
1,480
+120
+9% +$8.64K 0.01% 831
2018
Q4 		$87K Buy
1,360
+457
+51% +$29.7K 0.01% 781
2018
Q3 		$56.9K Buy
903
+93
+11% +$5.99K 0.01% 1043
2018
Q2 		$52.6K Buy
810
+139
+21% +$8.81K 0.01% 1047
2018
Q1 		$40.7K Sell
671
-791
-54% -$48.7K 0.01% 1114
2017
Q4 		$98.7K Buy
+1,462
New +$100K 0.02% 736

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Portfolios Advisors's WPC Position: Q3 2022 in Review

American Portfolios Advisors increased its W.P. Carey (WPC) stake by 15% in Q3 2022, buying an estimated $127K and bringing the position to 11,918 shares worth $815K. The position accounts for 0.03% of the portfolio, ranked #486.

American Portfolios Advisors first reported a position in WPC in Q4 2017 and has held it in 20 quarters since. The position peaked at $841K in Q2 2022. 799 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

  • American Portfolios Advisors held 11,918 shares of W.P. Carey worth $815K as of Q3 2022.
  • American Portfolios Advisors bought 1,553 W.P. Carey shares in Q3 2022, an estimated $127K.
  • W.P. Carey made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #486 holding.
  • American Portfolios Advisors first reported a position in W.P. Carey in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's W.P. Carey position peaked at $841K in Q2 2022.
  • 799 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.