Impax Asset Management Group’s W.P. Carey WPC Stock Holding History

Impax Asset Management Group’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
2022 Q4	–	Sell	-12,971	Closed	-$887K	–	400
2022 Q3	$887K	Buy	12,971 +510	+4%	+$41.7K	﹤0.01%	275
2022 Q2	$1.01M	Sell	12,461 -457	-4%	-$36.9K	﹤0.01%	272
2022 Q1	$1.02M	Buy	12,918 +205	+2%	+$15.7K	﹤0.01%	288
2021 Q4	$1.02M	Sell	12,713 -1,015	-7%	-$77.7K	﹤0.01%	289
2021 Q3	$982K	Buy	13,728 +335	+3%	+$25.5K	﹤0.01%	286
2021 Q2	$979K	Sell	13,393 -1,087	-8%	-$79.6K	﹤0.01%	287
2021 Q1	$1M	Buy	+14,480	New	+$971K	0.01%	287

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group's WPC Position: Q4 2022 in Review

Impax Asset Management Group sold out of W.P. Carey (WPC) in Q4 2022, closing a stake of 12,971 shares — an estimated $887K sold.

Impax Asset Management Group first reported a position in WPC in Q1 2021 and held it in 7 quarters. The position peaked at $1.02M in Q1 2022. 854 funds tracked by Wall St. Rank hold WPC as of Q4 2022.

Impax Asset Management Group reported no remaining W.P. Carey position as of Q4 2022 after selling out during the quarter.
Impax Asset Management Group sold 12,971 W.P. Carey shares in Q4 2022, an estimated $887K.
Impax Asset Management Group first reported a position in W.P. Carey in Q1 2021 and held it in 7 quarters.
Impax Asset Management Group's W.P. Carey position peaked at $1.02M in Q1 2022.
854 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2022.

Based on Impax Asset Management Group's 13F filing for Q4 2022, filed 9 Feb 2023.