Crescent Grove Advisors’s W.P. Carey WPC Stock Holding History

Crescent Grove 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 Q3	–	Sell	-2,746	Closed	-$204K	–	292
2021 Q2	$204K	Buy	+2,746	New	+$201K	0.02%	251

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

AAMU

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

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

Crescent Grove Advisors's WPC Position: Q3 2021 in Review

Crescent Grove Advisors sold out of W.P. Carey (WPC) in Q3 2021, closing a stake of 2,746 shares — an estimated $204K sold.

Crescent Grove Advisors first reported a position in WPC in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 715 funds tracked by Wall St. Rank hold WPC as of Q3 2021.

Crescent Grove Advisors reported no remaining W.P. Carey position as of Q3 2021 after selling out during the quarter.
Crescent Grove Advisors sold 2,746 W.P. Carey shares in Q3 2021, an estimated $204K.
Crescent Grove Advisors first reported a position in W.P. Carey in Q2 2021 and held it in 1 quarter.
Crescent Grove Advisors's W.P. Carey position peaked at $204K in Q2 2021.
715 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2021.

Based on Crescent Grove Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.