Ballentine Partners’s W.P. Carey WPC Stock Holding History

Ballentine Partners’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 Q3	$512K	Buy
2025 Q2	$465K	Buy
2025 Q1	$421K	Sell
2024 Q4	$388K	Buy
2024 Q3	$409K	Buy
2024 Q2	$360K	Sell
2024 Q1	$389K	Sell
2023 Q4	$451K	Buy