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

Gator Capital 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
2023 Q2	–	Sell	-2,716	Closed	-$206K	–	68
2023 Q1	$206K	Hold	2,716	–	–	0.16%	57
2022 Q4	$208K	Buy	+2,716	New	+$204K	0.15%	60
2022 Q3	–	Sell	-2,716	Closed	-$220K	–	71
2022 Q2	$220K	Hold	2,716	–	–	0.18%	59
2022 Q1	$215K	Hold	2,716	–	–	0.16%	63
2021 Q4	$218K	Buy	+2,716	New	+$208K	0.16%	68

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

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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Gator Capital Management's WPC Position: Q2 2023 in Review

Gator Capital Management sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 2,716 shares — an estimated $206K sold.

Gator Capital Management first reported a position in WPC in Q4 2021 and held it in 5 quarters. The position peaked at $220K in Q2 2022. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Gator Capital Management reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Gator Capital Management sold 2,716 W.P. Carey shares in Q2 2023, an estimated $206K.
Gator Capital Management first reported a position in W.P. Carey in Q4 2021 and held it in 5 quarters.
Gator Capital Management's W.P. Carey position peaked at $220K in Q2 2022.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Gator Capital Management's 13F filing for Q2 2023, filed 4 Aug 2023.