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Halbert Hargrove Global Advisors’s W.P. Carey WPC Stock Holding History

Halbert Hargrove Global Advisors’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
Q2 		– Sell
-7
Closed -$471 – 666
2025
Q1 		$471 Buy
+7
New +$414 ﹤0.01% 509

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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Halbert Hargrove Global Advisors's WPC Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 7 shares — an estimated $471 sold.

Halbert Hargrove Global Advisors first reported a position in WPC in Q1 2025 and held it in 1 quarter. The position peaked at $471 in Q1 2025. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 7 W.P. Carey shares in Q2 2025, an estimated $471.
  • Halbert Hargrove Global Advisors first reported a position in W.P. Carey in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's W.P. Carey position peaked at $471 in Q1 2025.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.