Family Management’s W.P. Carey WPC Stock Holding History

Family 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
2022 Q2	–	Sell	-7,557	Closed	-$598K	–	200
2022 Q1	$598K	Buy	+7,557	New	+$580K	0.17%	86

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Family Management's WPC Position: Q2 2022 in Review

Family Management sold out of W.P. Carey (WPC) in Q2 2022, closing a stake of 7,557 shares — an estimated $598K sold.

Family Management first reported a position in WPC in Q1 2022 and held it in 1 quarter. The position peaked at $598K in Q1 2022. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

Family Management reported no remaining W.P. Carey position as of Q2 2022 after selling out during the quarter.
Family Management sold 7,557 W.P. Carey shares in Q2 2022, an estimated $598K.
Family Management first reported a position in W.P. Carey in Q1 2022 and held it in 1 quarter.
Family Management's W.P. Carey position peaked at $598K in Q1 2022.
812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on Family Management's 13F filing for Q2 2022, filed 15 Aug 2022.