JIC
WPC icon

Joel Isaacson & Co’s W.P. Carey WPC Stock Holding History

Joel Isaacson & Co’s Portfolio WPC Stock Details WPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$285K Hold
4,573
– – 0.01% 339
2025
Q1 		$289K Hold
4,573
– – 0.01% 325
2024
Q4 		$249K Hold
4,573
– – 0.01% 329
2024
Q3 		$285K Sell
4,573
-500
-10% -$31.2K 0.01% 293
2024
Q2 		$279K Hold
5,073
– – 0.01% 286
2024
Q1 		$286K Sell
5,073
-658
-11% -$37.1K 0.02% 283
2023
Q4 		$371K Sell
5,731
-26
-0.5% -$1.69K 0.02% 231
2023
Q3 		$311K Buy
5,757
+872
+18% +$47.2K 0.02% 243
2023
Q2 		$330K Buy
4,885
+150
+3% +$10.1K 0.02% 243
2023
Q1 		$367K Hold
4,735
– – 0.03% 223
2022
Q4 		$370K Buy
4,735
+50
+1% +$3.91K 0.03% 211
2022
Q3 		$327K Buy
4,685
+401
+9% +$28K 0.03% 212
2022
Q2 		$355K Hold
4,284
– – 0.03% 202
2022
Q1 		$358K Hold
4,284
– – 0.03% 230
2021
Q4 		$352K Hold
4,284
– – 0.02% 239
2021
Q3 		$313K Buy
4,284
+26
+0.6% +$1.9K 0.02% 248
2021
Q2 		$318K Hold
4,258
– – 0.02% 230
2021
Q1 		$301K Hold
4,258
– – 0.03% 215
2020
Q4 		$301K Buy
4,258
+100
+2% +$7.07K 0.03% 197
2020
Q3 		$271K Hold
4,158
– – 0.04% 184
2020
Q2 		$281K Buy
4,158
+400
+11% +$27K 0.04% 166
2020
Q1 		$218K Hold
3,758
– – 0.04% 170
2019
Q4 		$301K Hold
3,758
– – 0.04% 170
2019
Q3 		$336K Hold
3,758
– – 0.05% 153
2019
Q2 		$305K Hold
3,758
– – 0.04% 162
2019
Q1 		$294K Hold
3,758
– – 0.04% 173
2018
Q4 		$259K Hold
3,758
– – 0.04% 189
2018
Q3 		$242K Hold
3,758
– – 0.04% 176
2018
Q2 		$249K Hold
3,758
– – 0.04% 168
2018
Q1 		$233K Hold
3,758
– – 0.04% 174
2017
Q4 		$259K Hold
3,758
– – 0.04% 165
2017
Q3 		$253K Hold
3,758
– – 0.05% 164
2017
Q2 		$248K Hold
3,758
– – 0.05% 161
2017
Q1 		$234K Buy
+3,758
New +$234K 0.05% 155
2016
Q4 		– Sell
-3,758
Closed -$243K – 708
2016
Q3 		$243K Hold
3,758
– – 0.05% 148
2016
Q2 		$261K Hold
3,758
– – 0.06% 142
2016
Q1 		$234K Hold
3,758
– – 0.05% 158
2015
Q4 		$222K Hold
3,758
– – 0.05% 149
2015
Q3 		$217K Hold
3,758
– – 0.06% 135
2015
Q2 		$221K Hold
3,758
– – 0.06% 150
2015
Q1 		$256K Hold
3,758
– – 0.06% 135
2014
Q4 		$263K Hold
3,758
– – 0.07% 124
2014
Q3 		$240K Hold
3,758
– – 0.07% 109
2014
Q2 		$242K Hold
3,758
– – 0.08% 108
2014
Q1 		$226K Buy
+3,758
New +$226K 0.08% 108