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Johnson Midwest Financial’s W.P. Carey WPC Stock Holding History

Johnson Midwest Financial’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
2023
Q3 		$5.41K Buy
+102
New +$6.53K 0.01% 253

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Johnson Midwest Financial's WPC Position: Q3 2023 in Review

Johnson Midwest Financial opened a new position in W.P. Carey (WPC) in Q3 2023: 102 shares worth $5.41K. The stake represents 0.01% of the portfolio and ranks #253 among its holdings.

745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

  • Johnson Midwest Financial held 102 shares of W.P. Carey worth $5.41K as of Q3 2023.
  • W.P. Carey was a new Johnson Midwest Financial position in Q3 2023.
  • W.P. Carey made up 0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #253 holding.
  • 745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.