Employees Provident Fund Board’s W.P. Carey WPC Stock Holding History

Employees Provident Fund Board’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 Q1	–	Sell	-27,622	Closed	-$2.11M	–	102
2022 Q4	$2.11M	Sell	27,622 -28,533	-51%	-$2.14M	0.06%	71
2022 Q3	$3.84M	Buy	56,155 +18,225	+48%	+$1.49M	0.11%	56
2022 Q2	$3.08M	Buy	37,930 +3,624	+11%	+$292K	0.07%	68
2022 Q1	$2.72M	Buy	34,306 +8,270	+32%	+$634K	0.05%	74
2021 Q4	$2.09M	Buy	+26,036	New	+$1.99M	0.03%	59

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Employees Provident Fund Board's WPC Position: Q1 2023 in Review

Employees Provident Fund Board sold out of W.P. Carey (WPC) in Q1 2023, closing a stake of 27,622 shares — an estimated $2.11M sold.

Employees Provident Fund Board first reported a position in WPC in Q4 2021 and held it in 5 quarters. The position peaked at $3.84M in Q3 2022. 837 funds tracked by Wall St. Rank hold WPC as of Q1 2023.

Employees Provident Fund Board reported no remaining W.P. Carey position as of Q1 2023 after selling out during the quarter.
Employees Provident Fund Board sold 27,622 W.P. Carey shares in Q1 2023, an estimated $2.11M.
Employees Provident Fund Board first reported a position in W.P. Carey in Q4 2021 and held it in 5 quarters.
Employees Provident Fund Board's W.P. Carey position peaked at $3.84M in Q3 2022.
837 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2023.

Based on Employees Provident Fund Board's 13F filing for Q1 2023, filed 18 Mar 2026.