Caprock Group’s W.P. Carey WPC Stock Holding History

Caprock 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
2025 Q1	$232K	Buy	+3,622	New	+$214K	0.01%	956

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Caprock Group's WPC Position: Q1 2025 in Review

Caprock Group opened a new position in W.P. Carey (WPC) in Q1 2025: 3,622 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #956 among its holdings.

821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

Caprock Group held 3,622 shares of W.P. Carey worth $232K as of Q1 2025.
W.P. Carey was a new Caprock Group position in Q1 2025.
W.P. Carey made up 0.01% of Caprock Group's portfolio in Q1 2025, its #956 holding.
821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Caprock Group's 13F filing for Q1 2025, filed 15 May 2025.