AG
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Aperio Group’s W.P. Carey WPC Stock Holding History

Aperio Group’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
2020
Q4 		$4.08M Buy
59,010
+3,503
+6% +$234K 0.01% 914
2020
Q3 		$3.54M Buy
55,507
+2,991
+6% +$202K 0.01% 868
2020
Q2 		$3.48M Sell
52,516
-26,888
-34% -$1.67M 0.01% 874
2020
Q1 		$4.52M Sell
79,404
-20,653
-21% -$1.57M 0.02% 693
2019
Q4 		$7.84M Buy
100,057
+8,899
+10% +$746K 0.03% 578
2019
Q3 		$7.99M Buy
91,158
+2,503
+3% +$213K 0.03% 548
2019
Q2 		$7.05M Buy
88,655
+3,072
+4% +$243K 0.03% 592
2019
Q1 		$6.57M Buy
85,583
+249
+0.3% +$17.9K 0.03% 596
2018
Q4 		$5.46M Buy
85,334
+31,837
+60% +$2.07M 0.03% 606
2018
Q3 		$3.37M Buy
53,497
+240
+0.5% +$15.4K 0.01% 821
2018
Q2 		$3.46M Buy
53,257
+9,527
+22% +$604K 0.02% 797
2018
Q1 		$2.65M Sell
43,730
-23,011
-34% -$1.42M 0.01% 879
2017
Q4 		$4.5M Buy
66,741
+9,625
+17% +$659K 0.02% 674
2017
Q3 		$3.77M Buy
57,116
+12,167
+27% +$809K 0.02% 700
2017
Q2 		$2.91M Buy
44,949
+12,127
+37% +$767K 0.02% 765
2017
Q1 		$2M Buy
32,822
+21,854
+199% +$1.33M 0.01% 869
2016
Q4 		$635K Buy
10,968
+1,984
+22% +$116K ﹤0.01% 1370
2016
Q3 		$568K Buy
8,984
+217
+2% +$14.5K ﹤0.01% 1377
2016
Q2 		$596K Buy
8,767
+567
+7% +$35.6K ﹤0.01% 1294
2016
Q1 		$500K Sell
8,200
-3,326
-29% -$189K ﹤0.01% 1371
2015
Q4 		$666K Sell
11,526
-405
-3% -$24.3K 0.01% 1196
2015
Q3 		$676K Buy
11,931
+6,639
+125% +$386K 0.01% 1144
2015
Q2 		$305K Buy
5,292
+176
+3% +$11K ﹤0.01% 1628
2015
Q1 		$341K Buy
5,116
+668
+15% +$45.9K ﹤0.01% 1487
2014
Q4 		$305K Buy
4,448
+737
+20% +$48.7K ﹤0.01% 1498
2014
Q3 		$232K Buy
3,711
+57
+2% +$3.73K ﹤0.01% 1526
2014
Q2 		$230K Buy
+3,654
New +$223K ﹤0.01% 1549

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Aperio Group's WPC Position: Q4 2020 in Review

Aperio Group increased its W.P. Carey (WPC) stake by 6.3% in Q4 2020, buying an estimated $234K and bringing the position to 59,010 shares worth $4.08M. The position accounts for 0.01% of the portfolio, ranked #914.

Aperio Group first reported a position in WPC in Q2 2014 and has held it in 27 quarters since. The position peaked at $7.99M in Q3 2019. 638 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

  • Aperio Group held 59,010 shares of W.P. Carey worth $4.08M as of Q4 2020.
  • Aperio Group bought 3,503 W.P. Carey shares in Q4 2020, an estimated $234K.
  • W.P. Carey made up 0.01% of Aperio Group's portfolio in Q4 2020, its #914 holding.
  • Aperio Group first reported a position in W.P. Carey in Q2 2014 and has held it in 27 quarters since.
  • Aperio Group's W.P. Carey position peaked at $7.99M in Q3 2019.
  • 638 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.