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Foundry Partners’s W.P. Carey WPC Stock Holding History

Foundry Partners’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 		$14.8M Buy
234,344
+23,964
+11% +$1.42M 0.78% 40
2024
Q4 		$11.5M Sell
210,380
-31,799
-13% -$1.81M 0.58% 51
2024
Q3 		$15.1M Sell
242,179
-1,196
-0.5% -$70.9K 0.75% 38
2024
Q2 		$13.4M Buy
243,375
+83,977
+53% +$4.73M 0.72% 39
2024
Q1 		$9M Buy
159,398
+5,564
+4% +$333K 0.48% 56
2023
Q4 		$9.97M Sell
153,834
-23,278
-13% -$1.34M 0.6% 43
2023
Q3 		$9.38M Sell
177,112
-1,050
-0.6% -$67.3K 0.58% 45
2023
Q2 		$11.8M Buy
178,162
+32,968
+23% +$2.29M 0.72% 43
2023
Q1 		$11M Sell
145,194
-30,479
-17% -$2.43M 0.69% 45
2022
Q4 		$13.4M Sell
175,673
-40,835
-19% -$3.07M 0.74% 46
2022
Q3 		$14.8M Buy
216,508
+1,761
+0.8% +$144K 0.93% 36
2022
Q2 		$17.4M Buy
214,747
+137,274
+177% +$11.1M 1.05% 31
2022
Q1 		$6.13M Buy
+77,473
New +$5.94M 0.31% 65
2021
Q2 		– Sell
-306,310
Closed -$21.2M – 446
2021
Q1 		$21.2M Buy
306,310
+100,660
+49% +$6.75M 0.7% 31
2020
Q4 		$14.2M Buy
205,650
+31,118
+18% +$2.08M 0.56% 51
2020
Q3 		$11.1M Buy
174,532
+32,333
+23% +$2.18M 0.54% 60
2020
Q2 		$9.42M Buy
+142,199
New +$8.83M 0.46% 74

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Foundry Partners's WPC Position: Q1 2025 in Review

Foundry Partners increased its W.P. Carey (WPC) stake by 11% in Q1 2025, buying an estimated $1.42M and bringing the position to 234,344 shares worth $14.8M. The position accounts for 0.78% of the portfolio, ranked #40.

Foundry Partners first reported a position in WPC in Q2 2020 and has held it in 17 quarters since. The position peaked at $21.2M in Q1 2021. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

  • Foundry Partners held 234,344 shares of W.P. Carey worth $14.8M as of Q1 2025.
  • Foundry Partners bought 23,964 W.P. Carey shares in Q1 2025, an estimated $1.42M.
  • W.P. Carey made up 0.78% of Foundry Partners's portfolio in Q1 2025, its #40 holding.
  • Foundry Partners first reported a position in W.P. Carey in Q2 2020 and has held it in 17 quarters since.
  • Foundry Partners's W.P. Carey position peaked at $21.2M in Q1 2021.
  • 821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.