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Chilton Capital Management’s W.P. Carey WPC Stock Holding History

Chilton Capital 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
Q1 		– Sell
-180
Closed -$11.7K – 665
2023
Q4 		$11.7K Sell
180
-4
-2% -$230 ﹤0.01% 466
2023
Q3 		$9.73K Sell
184
-775
-81% -$49.6K ﹤0.01% 431
2023
Q2 		$63.4K Hold
959
– – ﹤0.01% 311
2023
Q1 		$72.7K Buy
+959
New +$76.4K ﹤0.01% 307
2022
Q3 		– Sell
-1,556
Closed -$127K – 623
2022
Q2 		$127K Buy
+1,556
New +$126K 0.01% 245
2022
Q1 		– Sell
-1,556
Closed -$125K – 618
2021
Q4 		$125K Buy
+1,556
New +$119K 0.01% 259

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Chilton Capital Management's WPC Position: Q1 2024 in Review

Chilton Capital Management sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 180 shares — an estimated $11.7K sold.

Chilton Capital Management first reported a position in WPC in Q4 2021 and held it in 6 quarters. The position peaked at $127K in Q2 2022. 773 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

  • Chilton Capital Management reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
  • Chilton Capital Management sold 180 W.P. Carey shares in Q1 2024, an estimated $11.7K.
  • Chilton Capital Management first reported a position in W.P. Carey in Q4 2021 and held it in 6 quarters.
  • Chilton Capital Management's W.P. Carey position peaked at $127K in Q2 2022.
  • 773 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Chilton Capital Management's 13F filing for Q1 2024, filed 7 May 2024.