Concurrent Investment Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
16,891
+38
| +0.2% | +$2.37K | 0.02% | 576 |
|
|
2025
Q1 | $1.06M | Buy |
16,853
+5,322
| +46% | +$336K | 0.03% | 532 |
|
|
2024
Q4 | $628K | Buy |
11,531
+293
| +3% | +$16K | 0.02% | 608 |
|
|
2024
Q3 | $700K | Buy |
11,238
+85
| +0.8% | +$5.3K | 0.02% | 540 |
|
|
2024
Q2 | $614K | Buy |
11,153
+428
| +4% | +$23.6K | 0.02% | 529 |
|
|
2024
Q1 | $605K | Sell |
10,725
-236
| -2% | -$13.3K | 0.02% | 488 |
|
|
2023
Q4 | $710K | Buy |
+10,961
| New | +$710K | 0.03% | 404 |
|