Ancora Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.8K | Buy |
750
+4
| +0.5% | +$250 | ﹤0.01% | 1025 |
|
|
2025
Q1 | $47.1K | Buy |
746
+3
| +0.4% | +$189 | ﹤0.01% | 1005 |
|
|
2024
Q4 | $40.5K | Sell |
743
-321
| -30% | -$17.5K | ﹤0.01% | 1027 |
|
|
2024
Q3 | $66.3K | Sell |
1,064
-324
| -23% | -$20.2K | ﹤0.01% | 906 |
|
|
2024
Q2 | $76.4K | Buy |
1,388
+356
| +34% | +$19.6K | ﹤0.01% | 836 |
|
|
2024
Q1 | $58.3K | Sell |
1,032
-323
| -24% | -$18.2K | ﹤0.01% | 902 |
|
|
2023
Q4 | $87.8K | Sell |
1,355
-2,943
| -68% | -$191K | ﹤0.01% | 788 |
|
|
2023
Q3 | $228K | Sell |
4,298
-122
| -3% | -$6.46K | 0.01% | 616 |
|
|
2023
Q2 | $292K | Buy |
4,420
+215
| +5% | +$14.2K | 0.01% | 559 |
|
|
2023
Q1 | $319K | Buy |
4,205
+37
| +0.9% | +$2.81K | 0.01% | 548 |
|
|
2022
Q4 | $319K | Buy |
4,168
+45
| +1% | +$3.44K | 0.01% | 560 |
|
|
2022
Q3 | $282K | Buy |
4,123
+2
| +0% | +$137 | 0.01% | 619 |
|
|
2022
Q2 | $334K | Buy |
4,121
+206
| +5% | +$16.7K | 0.01% | 597 |
|
|
2022
Q1 | $310K | Sell |
3,915
-50
| -1% | -$3.96K | 0.01% | 668 |
|
|
2021
Q4 | $319K | Sell |
3,965
-1
| -0% | -$80 | 0.01% | 662 |
|
|
2021
Q3 | $284K | Buy |
3,966
+3,036
| +326% | +$217K | 0.01% | 680 |
|
|
2021
Q2 | $68K | Sell |
930
-2,551
| -73% | -$187K | ﹤0.01% | 983 |
|
|
2021
Q1 | $241K | Sell |
3,481
-13,659
| -80% | -$946K | 0.01% | 671 |
|
|
2020
Q4 | $1.19M | Sell |
17,140
-2,636
| -13% | -$182K | 0.04% | 328 |
|
|
2020
Q3 | $1.26M | Sell |
19,776
-1,675
| -8% | -$107K | 0.05% | 280 |
|
|
2020
Q2 | $1.42M | Sell |
21,451
-553
| -3% | -$36.6K | 0.06% | 266 |
|
|
2020
Q1 | $1.25M | Buy |
22,004
+670
| +3% | +$38.1K | 0.06% | 279 |
|
|
2019
Q4 | $1.67M | Sell |
21,334
-2,493
| -10% | -$195K | 0.06% | 280 |
|
|
2019
Q3 | $2.09M | Sell |
23,827
-4,015
| -14% | -$352K | 0.09% | 220 |
|
|
2019
Q2 | $2.21M | Sell |
27,842
-3,920
| -12% | -$312K | 0.1% | 202 |
|
|
2019
Q1 | $2.44M | Sell |
31,762
-1,901
| -6% | -$146K | 0.11% | 201 |
|
|
2018
Q4 | $2.15M | Sell |
33,663
-418
| -1% | -$26.7K | 0.1% | 202 |
|
|
2018
Q3 | $2.15M | Buy |
34,081
+423
| +1% | +$26.6K | 0.08% | 236 |
|
|
2018
Q2 | $2.19M | Sell |
33,658
-194
| -0.6% | -$12.6K | 0.1% | 222 |
|
|
2018
Q1 | $2.06M | Buy |
33,852
+2,077
| +7% | +$126K | 0.09% | 229 |
|
|
2017
Q4 | $2.15M | Buy |
31,775
+1,195
| +4% | +$80.7K | 0.11% | 204 |
|
|
2017
Q3 | $2.02M | Sell |
30,580
-809
| -3% | -$53.4K | 0.12% | 213 |
|
|
2017
Q2 | $2.03M | Buy |
31,389
+197
| +0.6% | +$12.7K | 0.13% | 196 |
|
|
2017
Q1 | $1.9M | Buy |
31,192
+1,213
| +4% | +$73.9K | 0.13% | 204 |
|
|
2016
Q4 | $1.74M | Buy |
+29,979
| New | +$1.74M | 0.13% | 205 |
|