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Cutler Group’s W.P. Carey WPC Stock Holding History

Cutler Group’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
Q1 		$27K Sell
9,600
-5,400
-36% -$323K 0.01% 918
2023
Q4 		$22K Buy
15,000
+9,589
+177% +$552K ﹤0.01% 1932
2023
Q3 		$31K Buy
5,411
+4,594
+562% +$294K ﹤0.01% 1755
2023
Q2 		$4K Buy
+817
New +$56.8K ﹤0.01% 2777
2022
Q4 		– Sell
-511
Closed -$2K – 5337
2022
Q3 		$2K Buy
+511
New +$41.8K ﹤0.01% 4333
2021
Q4 		– Sell
-1,021
Closed -$2K – 6194
2021
Q3 		$2K Sell
1,021
-817
-44% -$62.2K ﹤0.01% 5125
2021
Q2 		$4K Buy
+1,838
New +$135K ﹤0.01% 4660
2020
Q3 		– Sell
-2,655
Closed -$4K – 5322
2020
Q2 		$4K Buy
2,655
+2,247
+551% +$140K ﹤0.01% 3516
2020
Q1 		$4K Buy
+408
New +$30.9K ﹤0.01% 3243
2019
Q4 		– Sell
-1,532
Closed -$1K – 4704
2019
Q3 		$1K Buy
+1,532
New +$131K ﹤0.01% 3870
2019
Q1 		– Sell
-613
Closed -$1K – 4859
2018
Q4 		$1K Buy
+613
New +$39.9K ﹤0.01% 3740
2017
Q2 		– Sell
-408
Closed -$2K – 7185
2017
Q1 		$2K Sell
408
-817
-67% -$49.6K ﹤0.01% 5584
2016
Q4 		$7K Sell
1,225
-6,330
-84% -$370K ﹤0.01% 4639
2016
Q3 		$11K Buy
+7,555
New +$504K ﹤0.01% 4140
2016
Q1 		– Sell
-2,961
Closed -$14K – 7311
2015
Q4 		$14K Buy
+2,961
New +$178K ﹤0.01% 3795

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cutler Group's WPC Position: Q1 2024 in Review

Cutler Group reduced its W.P. Carey (WPC) stake by 49% in Q1 2024, selling an estimated $281K and leaving 4,824 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #224.

Cutler Group first reported a position in WPC in Q4 2015 and has held it in 21 quarters since. The position peaked at $616K in Q4 2023. 774 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

  • Cutler Group held 4,824 shares of W.P. Carey worth $272K as of Q1 2024.
  • Cutler Group sold 4,687 W.P. Carey shares in Q1 2024, an estimated $281K.
  • W.P. Carey made up 0.09% of Cutler Group's portfolio in Q1 2024, its #224 holding.
  • Cutler Group first reported a position in W.P. Carey in Q4 2015 and has held it in 21 quarters since.
  • Cutler Group's W.P. Carey position peaked at $616K in Q4 2023.
  • 774 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.