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Berger Financial Group’s W.P. Carey WPC Stock Holding History

Berger Financial Group’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
Q4 		– Sell
-4,387
Closed -$273K – 436
2024
Q3 		$273K Buy
4,387
+20
+0.5% +$1.19K 0.02% 327
2024
Q2 		$240K Sell
4,367
-1,174
-21% -$66.2K 0.02% 327
2024
Q1 		$313K Sell
5,541
-1,023
-16% -$61.2K 0.03% 271
2023
Q4 		$425K Sell
6,564
-1,123
-15% -$64.7K 0.04% 182
2023
Q3 		$407K Sell
7,687
-128
-2% -$8.2K 0.05% 172
2023
Q2 		$517K Sell
7,815
-561
-7% -$39K 0.06% 153
2023
Q1 		$635K Sell
8,376
-3,508
-30% -$280K 0.08% 138
2022
Q4 		$910K Buy
+11,884
New +$893K 0.12% 109

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Berger Financial Group's WPC Position: Q4 2024 in Review

Berger Financial Group sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 4,387 shares — an estimated $273K sold.

Berger Financial Group first reported a position in WPC in Q4 2022 and held it in 8 quarters. The position peaked at $910K in Q4 2022. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • Berger Financial Group reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • Berger Financial Group sold 4,387 W.P. Carey shares in Q4 2024, an estimated $273K.
  • Berger Financial Group first reported a position in W.P. Carey in Q4 2022 and held it in 8 quarters.
  • Berger Financial Group's W.P. Carey position peaked at $910K in Q4 2022.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Berger Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.