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Annis Gardner Whiting Capital Advisors’s W.P. Carey WPC Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q1 		– Sell
-53
Closed -$2.94K – 832
2024
Q4 		$2.94K Hold
53
– – ﹤0.01% 657
2024
Q3 		$3.35K Hold
53
– – ﹤0.01% 668
2024
Q2 		$2.96K Hold
53
– – ﹤0.01% 830
2024
Q1 		$3.04K Buy
+53
New +$3.17K ﹤0.01% 819

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's WPC Position: Q1 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 53 shares — an estimated $2.94K sold.

Annis Gardner Whiting Capital Advisors first reported a position in WPC in Q1 2024 and held it in 4 quarters. The position peaked at $3.35K in Q3 2024. 823 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 53 W.P. Carey shares in Q1 2025, an estimated $2.94K.
  • Annis Gardner Whiting Capital Advisors first reported a position in W.P. Carey in Q1 2024 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's W.P. Carey position peaked at $3.35K in Q3 2024.
  • 823 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2025, filed 9 May 2025.