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

Gratus 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
Q2 		$325K Buy
+5,899
New +$332K 0.01% 295
2020
Q2 		– Sell
-5,868
Closed -$334K – 183
2020
Q1 		$334K Buy
+5,868
New +$445K 0.06% 137

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gratus Capital's WPC Position: Q2 2024 in Review

Gratus Capital opened a new position in W.P. Carey (WPC) in Q2 2024: 5,899 shares worth $325K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Gratus Capital previously reported a position in WPC as recently as Q1 2020.

Gratus Capital first reported a position in WPC in Q1 2020 and has held it in 2 quarters since. The position peaked at $334K in Q1 2020. 782 funds tracked by Wall St. Rank hold WPC as of Q2 2024.

  • Gratus Capital held 5,899 shares of W.P. Carey worth $325K as of Q2 2024.
  • W.P. Carey was a new Gratus Capital position in Q2 2024.
  • W.P. Carey made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #295 holding.
  • Gratus Capital first reported a position in W.P. Carey in Q1 2020 and has held it in 2 quarters since.
  • Gratus Capital's W.P. Carey position peaked at $334K in Q1 2020.
  • 782 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.