Column Capital Advisors’s W.P. Carey WPC Stock Holding History

Column Capital Advisors’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
2021 Q2	–	Sell	-1,141	Closed	-$79K	–	740
2021 Q1	$79K	Buy	1,141 +17	+2%	+$1.14K	0.02%	213
2020 Q4	$78K	Buy	+1,124	New	+$75.1K	0.02%	208

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

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Column Capital Advisors's WPC Position: Q2 2021 in Review

Column Capital Advisors sold out of W.P. Carey (WPC) in Q2 2021, closing a stake of 1,141 shares — an estimated $79K sold.

Column Capital Advisors first reported a position in WPC in Q4 2020 and held it in 2 quarters. The position peaked at $79K in Q1 2021. 697 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

Column Capital Advisors reported no remaining W.P. Carey position as of Q2 2021 after selling out during the quarter.
Column Capital Advisors sold 1,141 W.P. Carey shares in Q2 2021, an estimated $79K.
Column Capital Advisors first reported a position in W.P. Carey in Q4 2020 and held it in 2 quarters.
Column Capital Advisors's W.P. Carey position peaked at $79K in Q1 2021.
697 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on Column Capital Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.