Dimensional Fund Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195M | Sell |
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|
2025
Q1 | $200M | Buy |
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|
2024
Q4 | $173M | Sell |
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|
2024
Q3 | $198M | Buy |
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|
2024
Q2 | $174M | Buy |
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|
2024
Q1 | $166M | Sell |
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|
2023
Q4 | $197M | Sell |
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|
2023
Q3 | $162M | Buy |
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|
2023
Q2 | $197M | Buy |
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|
2023
Q1 | $221M | Buy |
|
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | $179M | Sell |
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|
2022
Q2 | $213M | Buy |
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|
2022
Q1 | $206M | Buy |
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|
2021
Q4 | $207M | Sell |
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|
2021
Q3 | $187M | Buy |
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|
2021
Q2 | $187M | Buy |
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|
2021
Q1 | $175M | Sell |
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|
2020
Q4 | $175M | Sell |
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|
2020
Q3 | $164M | Sell |
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|
2020
Q2 | $173M | Buy |
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|
2020
Q1 | $147M | Sell |
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|
2019
Q4 | $204M | Buy |
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|
2019
Q3 | $221M | Buy |
|
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|
2019
Q2 | $190M | Buy |
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|
2019
Q1 | $171M | Buy |
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|
2018
Q4 | $122M | Buy |
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|
2018
Q3 | $103M | Buy |
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|
2018
Q2 | $105M | Buy |
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|
2018
Q1 | $95.3M | Buy |
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|
2017
Q4 | $102M | Buy |
|
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|
2017
Q3 | $96.9M | Buy |
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|
2017
Q2 | $92.1M | Buy |
|
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|
2017
Q1 | $83.6M | Buy |
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|
2016
Q4 | $78.1M | Buy |
|
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|
2016
Q3 | $83.2M | Buy |
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|
2016
Q2 | $88.7M | Buy |
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|
2016
Q1 | $78.5M | Buy |
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|
2015
Q4 | $72.5M | Buy |
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|
2015
Q3 | $62M | Buy |
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|
2015
Q2 | $50.9M | Buy |
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|
2015
Q1 | $44.5M | Buy |
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|
2014
Q4 | $41.2M | Buy |
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|
2014
Q3 | $31.1M | Buy |
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|
2014
Q2 | $23.1M | Buy |
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|
2014
Q1 | $13.9M | Buy |
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|
2013
Q4 | $5.05M | Buy |
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|
2013
Q3 | $2.79M | Buy |
|