Janus Henderson Investors US’s W.P. Carey WPC Stock Holding History

Janus Henderson Investors US’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
2017 Q1	–	Sell	-22,360	Closed	-$1.29M	–	1207
2016 Q4	$1.29M	Buy	22,360 +613	+3%	+$35.8K	﹤0.01%	1023
2016 Q3	$1.37M	Buy	21,747 +13,783	+173%	+$920K	﹤0.01%	990
2016 Q2	$541K	Buy	7,964 +102	+1%	+$6.4K	﹤0.01%	1071
2016 Q1	$479K	Buy	7,862 +2,144	+37%	+$122K	﹤0.01%	1063
2015 Q4	$330K	Sell	5,718 -1,633	-22%	-$97.9K	﹤0.01%	1123
2015 Q3	$416K	Sell	7,351 -22,564	-75%	-$1.31M	﹤0.01%	1098
2015 Q2	$1.73M	Sell	29,915 -27,261	-48%	-$1.7M	﹤0.01%	920
2015 Q1	$3.81M	Buy	57,176 +26,444	+86%	+$1.82M	﹤0.01%	830
2014 Q4	$2.11M	Buy	+30,732	New	+$2.03M	﹤0.01%	908
2014 Q1	–	Sell	-38,492	Closed	-$2.31M	–	1094
2013 Q4	$2.31M	Buy	38,492 +1,021	+3%	+$64.3K	﹤0.01%	857
2013 Q3	$2.37M	Buy	+37,471	New	+$2.47M	﹤0.01%	845

Other funds holding WPC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return