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Householder Group Estate & Retirement Specialist’s W.P. Carey WPC Stock Holding History

Householder Group Estate & Retirement Specialist’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
-528
Closed -$32K – 1239
2024
Q3 		$32K Hold
528
– – 0.01% 577
2024
Q2 		$29K Hold
528
– – 0.01% 590
2024
Q1 		$29.8K Hold
528
– – 0.01% 579
2023
Q4 		$34K Sell
528
-11
-2% -$634 0.01% 544
2023
Q3 		$28.6K Buy
+539
New +$34.5K 0.01% 562
2023
Q1 		$93K Hold
1,232
– – 0.04% 323
2022
Q4 		$94K Sell
1,232
-39
-3% -$2.93K 0.14% 77
2022
Q3 		$86K Buy
+1,271
New +$104K 0.04% 295

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

Householder Group Estate & Retirement Specialist's WPC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 528 shares — an estimated $32K sold.

Householder Group Estate & Retirement Specialist first reported a position in WPC in Q3 2022 and held it in 8 quarters. The position peaked at $94K in Q4 2022. 782 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 528 W.P. Carey shares in Q4 2024, an estimated $32K.
  • Householder Group Estate & Retirement Specialist first reported a position in W.P. Carey in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's W.P. Carey position peaked at $94K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.