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Institutional & Family Asset Management’s W.P. Carey WPC Stock Holding History

Institutional & Family Asset Management’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
Q2 		$72.6K Hold
1,319
– – 0.01% 209
2024
Q1 		$74.4K Hold
1,319
– – 0.01% 206
2023
Q4 		$85.5K Sell
1,319
-28
-2% -$1.61K 0.01% 201
2023
Q3 		$71.3K Hold
1,347
– – 0.01% 200
2023
Q2 		$89.1K Hold
1,347
– – 0.01% 190
2023
Q1 		$102K Hold
1,347
– – 0.02% 175
2022
Q4 		$103K Hold
1,347
– – 0.02% 170
2022
Q3 		$92K Hold
1,347
– – 0.02% 176
2022
Q2 		$109K Hold
1,347
– – 0.02% 167
2022
Q1 		$107K Hold
1,347
– – 0.02% 186
2021
Q4 		$108K Hold
1,347
– – 0.02% 202
2021
Q3 		$96K Hold
1,347
– – 0.02% 248
2021
Q2 		$98K Hold
1,347
– – 0.02% 245
2021
Q1 		$93K Hold
1,347
– – 0.02% 276
2020
Q4 		$93K Hold
1,347
– – 0.02% 256
2020
Q3 		$86K Hold
1,347
– – 0.02% 235
2020
Q2 		$89K Hold
1,347
– – 0.02% 251
2020
Q1 		$77K Hold
1,347
– – 0.02% 236
2019
Q4 		$106K Hold
1,347
– – 0.02% 223
2019
Q3 		$118K Hold
1,347
– – 0.03% 201
2019
Q2 		$107K Hold
1,347
– – 0.02% 217
2019
Q1 		$103K Hold
1,347
– – 0.02% 236
2018
Q4 		$86K Sell
1,347
-459
-25% -$29.9K 0.02% 252
2018
Q3 		$114K Hold
1,806
– – 0.02% 245
2018
Q2 		$117K Sell
1,806
-876
-33% -$55.5K 0.02% 244
2018
Q1 		$163K Sell
2,682
-3,412
-56% -$210K 0.03% 184
2017
Q4 		$411K Buy
6,094
+1,633
+37% +$112K 0.08% 122
2017
Q3 		$294K Buy
4,461
+1,072
+32% +$71.3K 0.06% 147
2017
Q2 		$219K Hold
3,389
– – 0.05% 119
2017
Q1 		$207K Buy
+3,389
New +$206K 0.06% 119

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Institutional & Family Asset Management's WPC Position: Q2 2024 in Review

Institutional & Family Asset Management held its W.P. Carey (WPC) position steady in Q2 2024 at 1,319 shares worth $72.6K. The position accounts for 0.01% of the portfolio, ranked #209.

Institutional & Family Asset Management first reported a position in WPC in Q1 2017 and has held it in 30 quarters since. The position peaked at $411K in Q4 2017. 783 funds tracked by Wall St. Rank hold WPC as of Q2 2024.

  • Institutional & Family Asset Management held 1,319 shares of W.P. Carey worth $72.6K as of Q2 2024.
  • Institutional & Family Asset Management left its W.P. Carey share count unchanged in Q2 2024.
  • W.P. Carey made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #209 holding.
  • Institutional & Family Asset Management first reported a position in W.P. Carey in Q1 2017 and has held it in 30 quarters since.
  • Institutional & Family Asset Management's W.P. Carey position peaked at $411K in Q4 2017.
  • 783 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.