Hexagon Capital Partners’s W.P. Carey WPC Stock Holding History

Hexagon Capital Partners’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	-422	Closed	-$26.6K	–	1723
2025 Q1	$26.6K	Hold	422	–	–	0.01%	649
2024 Q4	$23K	Hold	422	–	–	﹤0.01%	740
2024 Q3	$26.3K	Hold	422	–	–	0.01%	616
2024 Q2	$23.2K	Hold	422	–	–	0.01%	643
2024 Q1	$23.8K	Hold	422	–	–	0.01%	629
2023 Q4	$27.4K	Sell	422 -73	-15%	-$4.21K	0.01%	554
2023 Q3	$26.2K	Buy	495 +64	+15%	+$4.1K	0.01%	490
2023 Q2	$28.5K	Hold	431	–	–	0.01%	475
2023 Q1	$32.7K	Sell	431 -2	-0.5%	-$159	0.01%	435
2022 Q4	$33.1K	Hold	433	–	–	0.01%	428
2022 Q3	$30K	Hold	433	–	–	0.01%	503
2022 Q2	$35K	Hold	433	–	–	0.01%	432
2022 Q1	$34K	Hold	433	–	–	0.01%	420
2021 Q4	$35K	Hold	433	–	–	0.01%	411
2021 Q3	$31K	Hold	433	–	–	0.01%	412
2021 Q2	$32K	Hold	433	–	–	0.01%	382
2021 Q1	$30K	Hold	433	–	–	0.01%	365
2020 Q4	$29K	Hold	433	–	–	0.01%	335
2020 Q3	$27K	Buy	+433	New	+$29.2K	0.01%	321

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Hexagon Capital Partners's WPC Position: Q2 2025 in Review

Hexagon Capital Partners sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 422 shares — an estimated $26.6K sold.

Hexagon Capital Partners first reported a position in WPC in Q3 2020 and held it in 19 quarters. The position peaked at $35K in Q2 2022. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

Hexagon Capital Partners reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 422 W.P. Carey shares in Q2 2025, an estimated $26.6K.
Hexagon Capital Partners first reported a position in W.P. Carey in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's W.P. Carey position peaked at $35K in Q2 2022.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.