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Bensler’s W.P. Carey WPC Stock Holding History

Bensler’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
2023
Q4 		– Sell
-37,373
Closed -$1.98M – 165
2023
Q3 		$1.98M Buy
37,373
+640
+2% +$41K 0.38% 70
2023
Q2 		$2.43M Sell
36,733
-879
-2% -$61.1K 0.46% 69
2023
Q1 		$2.85M Buy
37,612
+553
+1% +$44.1K 0.58% 61
2022
Q4 		$2.84M Buy
37,059
+260
+0.7% +$19.5K 0.63% 55
2022
Q3 		$2.52M Buy
36,799
+1,819
+5% +$149K 0.6% 58
2022
Q2 		$2.84M Buy
34,980
+760
+2% +$61.3K 0.68% 54
2022
Q1 		$2.71M Sell
34,220
-172
-0.5% -$13.2K 0.57% 58
2021
Q4 		$2.76M Buy
+34,392
New +$2.63M 0.77% 50

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bensler's WPC Position: Q4 2023 in Review

Bensler sold out of W.P. Carey (WPC) in Q4 2023, closing a stake of 37,373 shares — an estimated $1.98M sold.

Bensler first reported a position in WPC in Q4 2021 and held it in 8 quarters. The position peaked at $2.85M in Q1 2023. 780 funds tracked by Wall St. Rank hold WPC as of Q4 2023.

  • Bensler reported no remaining W.P. Carey position as of Q4 2023 after selling out during the quarter.
  • Bensler sold 37,373 W.P. Carey shares in Q4 2023, an estimated $1.98M.
  • Bensler first reported a position in W.P. Carey in Q4 2021 and held it in 8 quarters.
  • Bensler's W.P. Carey position peaked at $2.85M in Q1 2023.
  • 780 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2023.

Based on Bensler's 13F filing for Q4 2023, filed 22 Jan 2024.