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Broadwater Capital’s W.P. Carey WPC Stock Holding History

Broadwater Capital’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
-200
Closed -$12.5K – 239
2024
Q3 		$12.5K Hold
200
– – 0.01% 164
2024
Q2 		$11K Hold
200
– – 0.01% 168
2024
Q1 		$11.3K Hold
200
– – 0.01% 167
2023
Q4 		$13K Buy
+200
New +$11.5K 0.01% 160

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

Broadwater Capital's WPC Position: Q4 2024 in Review

Broadwater Capital sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 200 shares — an estimated $12.5K sold.

Broadwater Capital first reported a position in WPC in Q4 2023 and held it in 4 quarters. The position peaked at $13K in Q4 2023. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • Broadwater Capital reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • Broadwater Capital sold 200 W.P. Carey shares in Q4 2024, an estimated $12.5K.
  • Broadwater Capital first reported a position in W.P. Carey in Q4 2023 and held it in 4 quarters.
  • Broadwater Capital's W.P. Carey position peaked at $13K in Q4 2023.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Broadwater Capital's 13F filing for Q4 2024, filed 31 Oct 2025.