EARNEST Partners’s W.P. Carey WPC Stock Holding History

EARNEST Partners’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	–	Sell	-116	Closed	-$6.17K	–	1099
2023 Q3	$6.17K	Hold	116	–	–	﹤0.01%	741
2023 Q2	$7.7K	Hold	116	–	–	﹤0.01%	692
2023 Q1	$8.83K	Hold	116	–	–	﹤0.01%	649
2022 Q4	$8.91K	Hold	116	–	–	﹤0.01%	644
2022 Q3	$8K	Hold	116	–	–	﹤0.01%	655
2022 Q2	$9K	Hold	116	–	–	﹤0.01%	640
2022 Q1	$9K	Hold	116	–	–	﹤0.01%	697
2021 Q4	$9K	Hold	116	–	–	﹤0.01%	712
2021 Q3	$8K	Hold	116	–	–	﹤0.01%	727
2021 Q2	$9K	Hold	116	–	–	﹤0.01%	706
2021 Q1	$8K	Hold	116	–	–	﹤0.01%	715
2020 Q4	$8K	Hold	116	–	–	﹤0.01%	701
2020 Q3	$7K	Hold	116	–	–	﹤0.01%	672
2020 Q2	$8K	Hold	116	–	–	﹤0.01%	628
2020 Q1	$7K	Hold	116	–	–	﹤0.01%	601
2019 Q4	$9K	Buy	116 +42	+57%	+$3.52K	﹤0.01%	624
2019 Q3	$6K	Hold	74	–	–	﹤0.01%	716
2019 Q2	$6K	Hold	74	–	–	﹤0.01%	727
2019 Q1	$6K	Hold	74	–	–	﹤0.01%	711
2018 Q4	$5K	Hold	74	–	–	﹤0.01%	732
2018 Q3	$5K	Hold	74	–	–	﹤0.01%	808
2018 Q2	$5K	Hold	74	–	–	﹤0.01%	794
2018 Q1	$4K	Hold	74	–	–	﹤0.01%	853
2017 Q4	$5K	Buy	+74	New	+$5.06K	﹤0.01%	772
2017 Q1	–	Sell	-74	Closed	-$4K	–	912
2016 Q4	$4K	Buy	+74	New	+$4.33K	﹤0.01%	768

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EARNEST Partners's WPC Position: Q4 2023 in Review

EARNEST Partners sold out of W.P. Carey (WPC) in Q4 2023, closing a stake of 116 shares — an estimated $6.17K sold.

EARNEST Partners first reported a position in WPC in Q4 2016 and held it in 25 quarters. The position peaked at $9K in Q2 2022. 780 funds tracked by Wall St. Rank hold WPC as of Q4 2023.

EARNEST Partners reported no remaining W.P. Carey position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 116 W.P. Carey shares in Q4 2023, an estimated $6.17K.
EARNEST Partners first reported a position in W.P. Carey in Q4 2016 and held it in 25 quarters.
EARNEST Partners's W.P. Carey position peaked at $9K in Q2 2022.
780 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.