IMC Chicago’s W.P. Carey WPC Stock Holding History

IMC Chicago’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 Q3	–	Sell	-20,471	Closed	-$1.21M	–	3082
2024 Q2	$1.13M	Buy	+20,471	New	+$1.15M	﹤0.01%	1891

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

IMC Chicago's WPC Position: Q3 2024 in Review

IMC Chicago sold out of W.P. Carey (WPC) in Q3 2024, closing a stake of 20,471 shares — an estimated $1.21M sold.

IMC Chicago first reported a position in WPC in Q2 2024 and held it in 1 quarter. The position peaked at $1.13M in Q2 2024. 802 funds tracked by Wall St. Rank hold WPC as of Q3 2024.

IMC Chicago reported no remaining W.P. Carey position as of Q3 2024 after selling out during the quarter.
IMC Chicago sold 20,471 W.P. Carey shares in Q3 2024, an estimated $1.21M.
IMC Chicago first reported a position in W.P. Carey in Q2 2024 and held it in 1 quarter.
IMC Chicago's W.P. Carey position peaked at $1.13M in Q2 2024.
802 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2024.

Based on IMC Chicago's 13F filing for Q3 2024, filed 25 Oct 2024.