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AXS Investments’s W.P. Carey WPC Stock Holding History

AXS Investments’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
-7,000
Closed -$381K – 241
2024
Q4 		$381K Sell
7,000
-5,500
-44% -$313K 0.11% 200
2024
Q3 		$779K Sell
12,500
-14,200
-53% -$842K 0.21% 180
2024
Q2 		$1.47M Buy
26,700
+18,929
+244% +$1.07M 0.41% 87
2024
Q1 		$439K Hold
7,771
– – 0.11% 228
2023
Q4 		$504K Sell
7,771
-7,310
-48% -$421K 0.12% 226
2023
Q3 		$799K Buy
+15,081
New +$966K 0.21% 168

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AXS Investments's WPC Position: Q1 2025 in Review

AXS Investments sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 7,000 shares — an estimated $381K sold.

AXS Investments first reported a position in WPC in Q3 2023 and held it in 6 quarters. The position peaked at $1.47M in Q2 2024. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

  • AXS Investments reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
  • AXS Investments sold 7,000 W.P. Carey shares in Q1 2025, an estimated $381K.
  • AXS Investments first reported a position in W.P. Carey in Q3 2023 and held it in 6 quarters.
  • AXS Investments's W.P. Carey position peaked at $1.47M in Q2 2024.
  • 821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on AXS Investments's 13F filing for Q1 2025, filed 9 May 2025.