CF
WPC icon

Clarity Financial’s W.P. Carey WPC Stock Holding History

Clarity Financial’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
-6,034
Closed -$376K – 161
2024
Q3 		$376K Buy
+6,034
New +$358K 0.04% 104
2022
Q3 		– Sell
-3,841
Closed -$312K – 103
2022
Q2 		$312K Sell
3,841
-166
-4% -$13.4K 0.07% 71
2022
Q1 		$317K Hold
4,007
– – 0.06% 74
2021
Q4 		$322K Hold
4,007
– – 0.05% 82
2021
Q3 		$287K Buy
4,007
+408
+11% +$31.1K 0.05% 77
2021
Q2 		$263K Sell
3,599
-4,736
-57% -$347K 0.05% 94
2021
Q1 		$578K Buy
8,335
+4,736
+132% +$317K 0.12% 73
2020
Q4 		$249K Buy
+3,599
New +$240K 0.06% 73

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

Clarity Financial's WPC Position: Q4 2024 in Review

Clarity Financial sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 6,034 shares — an estimated $376K sold.

Clarity Financial first reported a position in WPC in Q4 2020 and held it in 8 quarters. The position peaked at $578K in Q1 2021. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • Clarity Financial reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • Clarity Financial sold 6,034 W.P. Carey shares in Q4 2024, an estimated $376K.
  • Clarity Financial first reported a position in W.P. Carey in Q4 2020 and held it in 8 quarters.
  • Clarity Financial's W.P. Carey position peaked at $578K in Q1 2021.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Clarity Financial's 13F filing for Q4 2024, filed 23 Jan 2025.