IIM
INTECH Investment Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
18,439
-4,935
| -21% | -$308K | 0.01% | 1120 |
|
|
2025
Q1 | $1.48M | Sell |
23,374
-42,045
| -64% | -$2.65M | 0.02% | 946 |
|
|
2024
Q4 | $3.56M | Buy |
65,419
+56,414
| +626% | +$3.07M | 0.03% | 438 |
|
|
2024
Q3 | $561K | Hold |
9,005
| – | – | 0.01% | 1163 |
|
|
2024
Q2 | $496K | Hold |
9,005
| – | – | 0.01% | 809 |
|
|
2024
Q1 | $508K | Buy |
9,005
+5,303
| +143% | +$299K | 0.01% | 543 |
|
|
2023
Q4 | $240K | Sell |
3,702
-6,382
| -63% | -$414K | ﹤0.01% | 666 |
|
|
2023
Q3 | $545K | Buy |
10,084
+2,109
| +26% | +$114K | 0.01% | 564 |
|
|
2023
Q2 | $539K | Sell |
7,975
-9,257
| -54% | -$625K | 0.01% | 582 |
|
|
2023
Q1 | $1.33M | Buy |
17,232
+1,710
| +11% | +$132K | 0.01% | 492 |
|
|
2022
Q4 | $1.21M | Sell |
15,522
-167
| -1% | -$13.1K | 0.01% | 496 |
|
|
2022
Q3 | $1.1M | Buy |
15,689
+6
| +0% | +$419 | 0.01% | 497 |
|
|
2022
Q2 | $1.3M | Buy |
+15,683
| New | +$1.3M | 0.01% | 495 |
|