Applied Capital LLC’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
$650K Buy
10,428
+893
+9% +$55.7K 0.47% 63
2025
Q1
$602K Buy
9,535
+4,307
+82% +$272K 0.47% 63
2024
Q4
$285K Buy
5,228
+1,037
+25% +$56.5K 0.22% 77
2024
Q3
$261K Buy
+4,191
New +$261K 0.2% 78