Applied Finance Capital Management’s W.P. Carey WPC Stock Holding History

Applied Finance Capital Management’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 Q4	–	Sell	-4,517	Closed	-$305K	–	307
2025 Q3	$305K	Buy	+4,517	New	+$296K	0.02%	228
2025 Q2	–	Sell	-5,490	Closed	-$346K	–	367
2025 Q1	$346K	Buy	5,490 +221	+4%	+$13.1K	0.03%	231
2024 Q4	$287K	Hold	5,269	–	–	0.01%	251
2024 Q3	$328K	Sell	5,269 -615	-10%	-$36.5K	0.01%	244
2024 Q2	$324K	Buy	+5,884	New	+$332K	0.02%	243

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM