Gillson Capital’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
+437,945
| New | +$27.3M | 2.09% | 20 |
|
|
2024
Q4 | – | Sell |
-141,601
| Closed | -$8.82M | – | 88 |
|
|
2024
Q3 | $8.82M | Buy |
+141,601
| New | +$8.82M | 0.8% | 46 |
|
|
2022
Q2 | – | Sell |
-86,710
| Closed | -$6.87M | – | 245 |
|
|
2022
Q1 | $6.87M | Sell |
86,710
-89,239
| -51% | -$7.07M | 0.55% | 59 |
|
|
2021
Q4 | $14.1M | Buy |
175,949
+10,451
| +6% | +$840K | 0.92% | 43 |
|
|
2021
Q3 | $11.8M | Buy |
+165,498
| New | +$11.8M | 0.87% | 37 |
|