HRT Financial’s W.P. Carey WPC Stock Holding History

HRT Financial’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
2026 Q2	$529K	Buy	+7,400	New	+$542K	﹤0.01%	2614

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HRT Financial's WPC Position: Q3 2023 in Review

HRT Financial sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 44,524 shares — an estimated $2.95M sold.

HRT Financial first reported a position in WPC in Q2 2018 and held it in 13 quarters. The position peaked at $15.1M in Q2 2021. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

HRT Financial reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
HRT Financial sold 44,524 W.P. Carey shares in Q3 2023, an estimated $2.95M.
HRT Financial first reported a position in W.P. Carey in Q2 2018 and held it in 13 quarters.
HRT Financial's W.P. Carey position peaked at $15.1M in Q2 2021.
745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on HRT Financial's 13F filing for Q3 2023, filed 13 Nov 2023.