Desjardins Global Asset Management’s W.P. Carey WPC Stock Holding History

Desjardins Global Asset Management’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 Q4	$66.6K	Sell	1,027 -336	-25%	-$19.4K	0.01%	505
2023 Q3	$72.2K	Sell	1,363 -4,994	-79%	-$320K	0.01%	502
2023 Q2	$421K	Buy	+6,357	New	+$442K	0.05%	320
2022 Q2	–	Sell	-548	Closed	-$43K	–	504
2022 Q1	$43K	Sell	548 -33	-6%	-$2.53K	﹤0.01%	428
2021 Q4	$46K	Buy	+581	New	+$44.5K	﹤0.01%	437

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Desjardins Global Asset Management's WPC Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its W.P. Carey (WPC) stake by 25% in Q4 2023, selling an estimated $19.4K and leaving 1,027 shares worth $66.6K. The position accounts for 0.01% of the portfolio, ranked #505.

Desjardins Global Asset Management first reported a position in WPC in Q4 2021 and has held it in 5 quarters since. The position peaked at $421K in Q2 2023. 780 funds tracked by Wall St. Rank hold WPC as of Q4 2023.

Desjardins Global Asset Management held 1,027 shares of W.P. Carey worth $66.6K as of Q4 2023.
Desjardins Global Asset Management sold 336 W.P. Carey shares in Q4 2023, an estimated $19.4K.
W.P. Carey made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #505 holding.
Desjardins Global Asset Management first reported a position in W.P. Carey in Q4 2021 and has held it in 5 quarters since.
Desjardins Global Asset Management's W.P. Carey position peaked at $421K in Q2 2023.
780 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.