IndexIQ Advisors’s W.P. Carey WPC Stock Holding History

IndexIQ Advisors’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 Q1	$246K	Sell	3,105 -102	-3%	-$7.83K	0.01%	1010
2021 Q4	$258K	Sell	3,207 -50	-2%	-$3.83K	0.01%	988
2021 Q3	$233K	Buy	3,257 +314	+11%	+$23.9K	0.01%	1023
2021 Q2	$215K	Buy	2,943 +106	+4%	+$7.76K	0.01%	1027
2021 Q1	$197K	Buy	2,837 +377	+15%	+$25.3K	0.01%	1020
2020 Q4	$170K	Buy	2,460 +1,120	+84%	+$74.8K	0.01%	951
2020 Q3	$85K	Buy	1,340 +823	+159%	+$55.5K	﹤0.01%	948
2020 Q2	$34K	Buy	517 +456	+748%	+$28.3K	﹤0.01%	970
2020 Q1	$3K	Buy	61 +2	+3%	+$152	﹤0.01%	949
2019 Q4	$5K	Buy	+59	New	+$4.94K	﹤0.01%	742

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IndexIQ Advisors's WPC Position: Q1 2022 in Review

IndexIQ Advisors reduced its W.P. Carey (WPC) stake by 3.2% in Q1 2022, selling an estimated $7.83K and leaving 3,105 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #1010.

IndexIQ Advisors first reported a position in WPC in Q4 2019 and has held it in 10 quarters since. The position peaked at $258K in Q4 2021. 785 funds tracked by Wall St. Rank hold WPC as of Q1 2022.

IndexIQ Advisors held 3,105 shares of W.P. Carey worth $246K as of Q1 2022.
IndexIQ Advisors sold 102 W.P. Carey shares in Q1 2022, an estimated $7.83K.
W.P. Carey made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1010 holding.
IndexIQ Advisors first reported a position in W.P. Carey in Q4 2019 and has held it in 10 quarters since.
IndexIQ Advisors's W.P. Carey position peaked at $258K in Q4 2021.
785 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.