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Heirloom Wealth Management’s W.P. Carey WPC Stock Holding History

Heirloom Wealth 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
2024
Q4 		– Sell
-3,362
Closed -$209K – 50
2024
Q3 		$209K Sell
3,362
-3,534
-51% -$209K 0.07% 44
2024
Q2 		$380K Sell
6,896
-5,557
-45% -$313K 0.12% 36
2024
Q1 		$703K Sell
12,453
-88
-0.7% -$5.27K 0.24% 29
2023
Q4 		$813K Sell
12,541
-298
-2% -$17.2K 0.31% 28
2023
Q3 		$680K Sell
12,839
-76
-0.6% -$4.87K 0.3% 29
2023
Q2 		$855K Buy
12,915
+19
+0.1% +$1.32K 0.37% 29
2023
Q1 		$978K Sell
12,896
-215
-2% -$17.1K 0.47% 26
2022
Q4 		$1M Buy
+13,111
New +$985K 0.63% 25

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heirloom Wealth Management's WPC Position: Q4 2024 in Review

Heirloom Wealth Management sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 3,362 shares — an estimated $209K sold.

Heirloom Wealth Management first reported a position in WPC in Q4 2022 and held it in 8 quarters. The position peaked at $1M in Q4 2022. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • Heirloom Wealth Management reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • Heirloom Wealth Management sold 3,362 W.P. Carey shares in Q4 2024, an estimated $209K.
  • Heirloom Wealth Management first reported a position in W.P. Carey in Q4 2022 and held it in 8 quarters.
  • Heirloom Wealth Management's W.P. Carey position peaked at $1M in Q4 2022.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Heirloom Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.