Credential Qtrade Securities’s W.P. Carey WPC Stock Holding History

Credential Qtrade Securities’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
2023 Q2	–	Sell	-8,054	Closed	-$611K	–	423
2023 Q1	$611K	Buy	8,054 +199	+3%	+$15.9K	0.04%	171
2022 Q4	$601K	Sell	7,855 -560	-7%	-$42.1K	0.04%	168
2022 Q3	$575K	Sell	8,415 -6,158	-42%	-$504K	0.04%	155
2022 Q2	$1.18M	Buy	14,573 +3,094	+27%	+$250K	0.08%	114
2022 Q1	$909K	Buy	+11,479	New	+$881K	0.06%	144

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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Credential Qtrade Securities's WPC Position: Q2 2023 in Review

Credential Qtrade Securities sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 8,054 shares — an estimated $611K sold.

Credential Qtrade Securities first reported a position in WPC in Q1 2022 and held it in 5 quarters. The position peaked at $1.18M in Q2 2022. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Credential Qtrade Securities reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Credential Qtrade Securities sold 8,054 W.P. Carey shares in Q2 2023, an estimated $611K.
Credential Qtrade Securities first reported a position in W.P. Carey in Q1 2022 and held it in 5 quarters.
Credential Qtrade Securities's W.P. Carey position peaked at $1.18M in Q2 2022.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Credential Qtrade Securities's 13F filing for Q2 2023, filed 21 Jul 2025.