Campbell Wealth Management’s W.P. Carey WPC Stock Holding History

Campbell Wealth Management’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	$428K	Buy	7,856 +1,783	+29%	+$102K	0.04%	55
2024 Q3	$378K	Sell	6,073 -1,783	-23%	-$106K	0.03%	42
2024 Q2	$432K	Hold	7,856	–	–	0.14%	22
2024 Q1	$443K	Buy	7,856 +1,783	+29%	+$107K	0.04%	45
2023 Q4	$394K	Sell	6,073 -1,948	-24%	-$112K	0.05%	38
2023 Q3	$425K	Sell	8,021 -1,610	-17%	-$103K	0.05%	41
2023 Q2	$637K	Buy	9,631 +1,610	+20%	+$112K	0.08%	30
2023 Q1	$608K	Hold	8,021	–	–	0.08%	35
2022 Q4	$614K	Buy	8,021 +479	+6%	+$36K	0.09%	32
2022 Q3	$516K	Buy	7,542 +3,811	+102%	+$312K	0.07%	35
2022 Q2	$303K	Hold	3,731	–	–	0.04%	36
2022 Q1	$295K	Hold	3,731	–	–	0.04%	53
2021 Q4	$300K	Hold	3,731	–	–	0.03%	56
2021 Q3	$267K	Buy	+3,731	New	+$284K	0.04%	52
2021 Q2	–	Sell	-3,731	Closed	-$259K	–	75
2021 Q1	$259K	Sell	3,731 -938	-20%	-$62.9K	0.04%	51
2020 Q4	$323K	Hold	4,669	–	–	0.05%	36
2020 Q3	$298K	Sell	4,669 -1,123	-19%	-$75.7K	0.05%	39
2020 Q2	$384K	Buy	5,792 +2,061	+55%	+$128K	0.07%	31
2020 Q1	$212K	Sell	3,731 -1,072	-22%	-$81.3K	0.05%	43
2019 Q4	$377K	Hold	4,803	–	–	0.08%	34
2019 Q3	$421K	Hold	4,803	–	–	0.09%	29
2019 Q2	$382K	Hold	4,803	–	–	0.09%	33
2019 Q1	$368K	Sell	4,803 -4,423	-48%	-$319K	0.1%	31
2018 Q4	$590K	Buy	+9,226	New	+$600K	0.18%	21

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Campbell Wealth Management's WPC Position: Q4 2024 in Review

Campbell Wealth Management increased its W.P. Carey (WPC) stake by 29% in Q4 2024, buying an estimated $102K and bringing the position to 7,856 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #55.

Campbell Wealth Management first reported a position in WPC in Q4 2018 and has held it in 24 quarters since. The position peaked at $637K in Q2 2023. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

Campbell Wealth Management held 7,856 shares of W.P. Carey worth $428K as of Q4 2024.
Campbell Wealth Management bought 1,783 W.P. Carey shares in Q4 2024, an estimated $102K.
W.P. Carey made up 0.04% of Campbell Wealth Management's portfolio in Q4 2024, its #55 holding.
Campbell Wealth Management first reported a position in W.P. Carey in Q4 2018 and has held it in 24 quarters since.
Campbell Wealth Management's W.P. Carey position peaked at $637K in Q2 2023.
781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.