Financial Perspectives’s W.P. Carey WPC Stock Holding History

Financial Perspectives’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
2025 Q1	–	Sell	-49	Closed	-$2.67K	–	730
2024 Q4	$2.67K	Hold	49	–	–	﹤0.01%	606
2024 Q3	$3.05K	Hold	49	–	–	﹤0.01%	557
2024 Q2	$2.7K	Hold	49	–	–	﹤0.01%	558
2024 Q1	$2.77K	Sell	49 -109	-69%	-$6.52K	﹤0.01%	551
2023 Q4	$10.2K	Sell	158 -3	-2%	-$173	﹤0.01%	464
2023 Q3	$8.54K	Hold	161	–	–	﹤0.01%	467
2023 Q2	$10.7K	Hold	161	–	–	﹤0.01%	443
2023 Q1	$12.2K	Hold	161	–	–	0.01%	426
2022 Q4	$12.3K	Hold	161	–	–	0.01%	415
2022 Q3	$11K	Hold	161	–	–	0.01%	425
2022 Q2	$13.1K	Hold	161	–	–	0.01%	406
2022 Q1	$12.8K	Hold	161	–	–	0.01%	433
2021 Q4	$13K	Hold	161	–	–	0.01%	416
2021 Q3	$11.5K	Sell	161 -305	-65%	-$23.2K	0.01%	427
2021 Q2	$34K	Buy	+466	New	+$34.1K	0.02%	304

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Financial Perspectives's WPC Position: Q1 2025 in Review

Financial Perspectives sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 49 shares — an estimated $2.67K sold.

Financial Perspectives first reported a position in WPC in Q2 2021 and held it in 15 quarters. The position peaked at $34K in Q2 2021. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

Financial Perspectives reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
Financial Perspectives sold 49 W.P. Carey shares in Q1 2025, an estimated $2.67K.
Financial Perspectives first reported a position in W.P. Carey in Q2 2021 and held it in 15 quarters.
Financial Perspectives's W.P. Carey position peaked at $34K in Q2 2021.
821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Financial Perspectives's 13F filing for Q1 2025, filed 18 Apr 2025.