Benedetti & Gucer’s W.P. Carey WPC Stock Holding History

Benedetti & Gucer’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
2024 Q1	$323K	Buy	+5,726	New	+$343K	0.16%	103
2023 Q4	–	Sell	-5,957	Closed	-$316K	–	152
2023 Q3	$316K	Sell	5,957 -245	-4%	-$15.7K	0.17%	102
2023 Q2	$410K	Buy	6,202 +51	+0.8%	+$3.55K	0.21%	83
2023 Q1	$467K	Sell	6,151 -1,304	-17%	-$104K	0.27%	70
2022 Q4	$571K	Hold	7,455	–	–	0.42%	44
2022 Q3	$510K	Buy	7,455 +1,377	+23%	+$113K	0.4%	46
2022 Q2	$494K	Buy	6,078 +24	+0.4%	+$1.94K	0.33%	48
2022 Q1	$479K	Buy	6,054 +96	+2%	+$7.36K	0.32%	47
2021 Q4	$478K	Hold	5,958	–	–	0.32%	43
2021 Q3	$426K	Hold	5,958	–	–	0.32%	47
2021 Q2	$435K	Sell	5,958 -30	-0.5%	-$2.2K	0.39%	42
2021 Q1	$415K	Buy	+5,988	New	+$401K	0.38%	41

Other funds holding WPC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Benedetti & Gucer's WPC Position: Q1 2024 in Review

Benedetti & Gucer opened a new position in W.P. Carey (WPC) in Q1 2024: 5,726 shares worth $323K. The stake represents 0.16% of the portfolio and ranks #103 among its holdings. This is a return to the name: Benedetti & Gucer previously reported a position in WPC as recently as Q3 2023.

Benedetti & Gucer first reported a position in WPC in Q1 2021 and has held it in 12 quarters since. The position peaked at $571K in Q4 2022. 773 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

Benedetti & Gucer held 5,726 shares of W.P. Carey worth $323K as of Q1 2024.
W.P. Carey was a new Benedetti & Gucer position in Q1 2024.
W.P. Carey made up 0.16% of Benedetti & Gucer's portfolio in Q1 2024, its #103 holding.
Benedetti & Gucer first reported a position in W.P. Carey in Q1 2021 and has held it in 12 quarters since.
Benedetti & Gucer's W.P. Carey position peaked at $571K in Q4 2022.
773 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.