Landmark Financial Advisors’s W.P. Carey WPC Stock Holding History

Landmark Financial 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 Q3	–	Sell	-8,426	Closed	-$558K	–	92
2023 Q2	$558K	Hold	8,426	–	–	0.23%	53
2023 Q1	$639K	Hold	8,426	–	–	0.28%	47
2022 Q4	$645K	Hold	8,426	–	–	0.3%	44
2022 Q3	$576K	Hold	8,426	–	–	0.3%	44
2022 Q2	$684K	Hold	8,426	–	–	0.34%	39
2022 Q1	$699K	Hold	8,426	–	–	0.34%	39
2021 Q4	$677K	Hold	8,426	–	–	0.3%	46
2021 Q3	$584K	Hold	8,426	–	–	0.31%	40
2021 Q2	$616K	Hold	8,426	–	–	0.29%	42
2021 Q1	$584K	Hold	8,426	–	–	0.31%	40
2020 Q4	$548K	Hold	8,426	–	–	0.31%	41
2020 Q3	$557K	Hold	8,426	–	–	0.35%	37
2020 Q2	$557K	Hold	8,426	–	–	0.36%	37
2020 Q1	$554K	Buy	+8,426	New	+$639K	0.38%	31

Other funds holding WPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Landmark Financial Advisors's WPC Position: Q3 2023 in Review

Landmark Financial Advisors sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 8,426 shares — an estimated $558K sold.

Landmark Financial Advisors first reported a position in WPC in Q1 2020 and held it in 14 quarters. The position peaked at $699K in Q1 2022. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

Landmark Financial Advisors reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
Landmark Financial Advisors sold 8,426 W.P. Carey shares in Q3 2023, an estimated $558K.
Landmark Financial Advisors first reported a position in W.P. Carey in Q1 2020 and held it in 14 quarters.
Landmark Financial Advisors's W.P. Carey position peaked at $699K in Q1 2022.
745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Landmark Financial Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.