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FORA Capital’s W.P. Carey WPC Stock Holding History

FORA Capital’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
2024
Q3 		– Sell
-8,011
Closed -$441K – 598
2024
Q2 		$441K Sell
8,011
-27,895
-78% -$1.57M 0.05% 305
2024
Q1 		$2.03M Buy
+35,906
New +$2.15M 0.17% 161
2023
Q4 		– Sell
-15,060
Closed -$798K – 663
2023
Q3 		$798K Sell
15,060
-15,344
-50% -$983K 0.07% 273
2023
Q2 		$2.01M Buy
30,404
+3,784
+14% +$263K 0.29% 98
2023
Q1 		$2.02M Buy
+26,620
New +$2.12M 0.2% 141
2022
Q2 		– Sell
-11,757
Closed -$947K – 708
2022
Q1 		$947K Buy
11,757
+4,711
+67% +$361K 0.17% 165
2021
Q4 		$566K Buy
+7,046
New +$539K 0.22% 133
2021
Q3 		– Sell
-6,533
Closed -$477K – 888
2021
Q2 		$477K Sell
6,533
-912
-12% -$66.8K 0.09% 274
2021
Q1 		$516K Buy
7,445
+4,000
+116% +$268K 0.17% 147
2020
Q4 		$238K Buy
3,445
+2,410
+233% +$161K 0.04% 475
2020
Q3 		$66K Sell
1,035
-3,428
-77% -$231K 0.04% 387
2020
Q2 		$296K Buy
+4,463
New +$277K 0.1% 257
2020
Q1 		– Sell
-5,384
Closed -$422K – 1385
2019
Q4 		$422K Buy
+5,384
New +$451K 0.04% 434

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

FORA Capital's WPC Position: Q3 2024 in Review

FORA Capital sold out of W.P. Carey (WPC) in Q3 2024, closing a stake of 8,011 shares — an estimated $441K sold.

FORA Capital first reported a position in WPC in Q4 2019 and held it in 13 quarters. The position peaked at $2.03M in Q1 2024. 801 funds tracked by Wall St. Rank hold WPC as of Q3 2024.

  • FORA Capital reported no remaining W.P. Carey position as of Q3 2024 after selling out during the quarter.
  • FORA Capital sold 8,011 W.P. Carey shares in Q3 2024, an estimated $441K.
  • FORA Capital first reported a position in W.P. Carey in Q4 2019 and held it in 13 quarters.
  • FORA Capital's W.P. Carey position peaked at $2.03M in Q1 2024.
  • 801 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2024.

Based on FORA Capital's 13F filing for Q3 2024, filed 13 Nov 2024.