Capital World Investors’s W.P. Carey WPC Stock Holding History

Capital World Investors’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 Q2	–	Sell	-2,656,327	Closed	-$202M	–	532
2023 Q1	$202M	Sell	2,656,327 -582,045	-18%	-$46.4M	0.04%	272
2022 Q4	$248M	Sell	3,238,372 -646	-0%	-$48.5K	0.05%	257
2022 Q3	$221M	Buy	3,239,018 +856	+0%	+$70.1K	0.05%	257
2022 Q2	$263M	Buy	+3,238,162	New	+$261M	0.06%	248

Other funds holding WPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital World Investors's WPC Position: Q2 2023 in Review

Capital World Investors sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 2,656,327 shares — an estimated $202M sold.

Capital World Investors first reported a position in WPC in Q2 2022 and held it in 4 quarters. The position peaked at $263M in Q2 2022. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Capital World Investors reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Capital World Investors sold 2,656,327 W.P. Carey shares in Q2 2023, an estimated $202M.
Capital World Investors first reported a position in W.P. Carey in Q2 2022 and held it in 4 quarters.
Capital World Investors's W.P. Carey position peaked at $263M in Q2 2022.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Capital World Investors's 13F filing for Q2 2023, filed 11 Aug 2023.