Everence Capital Management’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Hold
4,480
0.02% 611
2025
Q1
$283K Sell
4,480
-770
-15% -$48.6K 0.02% 593
2024
Q4
$286K Buy
+5,250
New +$286K 0.02% 602