Kercheville Advisors’s W.P. Carey WPC Stock Holding History

Kercheville Advisors’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 Q1	–	Sell	-6,126	Closed	-$469K	–	86
2022 Q4	$469K	Sell	6,126 -51	-0.8%	-$3.83K	0.32%	43
2022 Q3	$422K	Hold	6,177	–	–	0.43%	43
2022 Q2	$501K	Buy	6,177 +1,276	+26%	+$103K	0.33%	49
2022 Q1	$388K	Buy	4,901 +255	+5%	+$19.6K	0.18%	73
2021 Q4	$373K	Hold	4,646	–	–	0.16%	82
2021 Q3	$332K	Hold	4,646	–	–	0.16%	79
2021 Q2	$340K	Sell	4,646 -102	-2%	-$7.47K	0.16%	86
2021 Q1	$330K	Sell	4,748 -102	-2%	-$6.84K	0.17%	87
2020 Q4	$336K	Buy	+4,850	New	+$324K	0.18%	81

Other funds holding WPC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kercheville Advisors's WPC Position: Q1 2023 in Review

Kercheville Advisors sold out of W.P. Carey (WPC) in Q1 2023, closing a stake of 6,126 shares — an estimated $469K sold.

Kercheville Advisors first reported a position in WPC in Q4 2020 and held it in 9 quarters. The position peaked at $501K in Q2 2022. 837 funds tracked by Wall St. Rank hold WPC as of Q1 2023.

Kercheville Advisors reported no remaining W.P. Carey position as of Q1 2023 after selling out during the quarter.
Kercheville Advisors sold 6,126 W.P. Carey shares in Q1 2023, an estimated $469K.
Kercheville Advisors first reported a position in W.P. Carey in Q4 2020 and held it in 9 quarters.
Kercheville Advisors's W.P. Carey position peaked at $501K in Q2 2022.
837 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2023.

Based on Kercheville Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.