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

Lido 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
2024
Q4 		– Sell
-3,710
Closed -$231K – 1614
2024
Q3 		$231K Sell
3,710
-899
-20% -$53.3K ﹤0.01% 1268
2024
Q2 		$258K Buy
4,609
+611
+15% +$34.4K ﹤0.01% 1190
2024
Q1 		$229K Sell
3,998
-234
-6% -$14K ﹤0.01% 1215
2023
Q4 		$278K Sell
4,232
-550
-12% -$31.7K ﹤0.01% 1065
2023
Q3 		$253K Sell
4,782
-673
-12% -$43.1K ﹤0.01% 988
2023
Q2 		$361K Buy
5,455
+52
+1% +$3.62K ﹤0.01% 846
2023
Q1 		$410K Buy
5,403
+169
+3% +$13.5K ﹤0.01% 756
2022
Q4 		$401K Buy
5,234
+35
+0.7% +$2.63K ﹤0.01% 685
2022
Q3 		$355K Sell
5,199
-321
-6% -$26.3K ﹤0.01% 674
2022
Q2 		$447K Buy
5,520
+968
+21% +$78.1K 0.01% 582
2022
Q1 		$360K Buy
4,552
+563
+14% +$43.2K ﹤0.01% 748
2021
Q4 		$320K Sell
3,989
-417
-9% -$31.9K ﹤0.01% 777
2021
Q3 		$315K Buy
4,406
+1,695
+63% +$129K ﹤0.01% 739
2021
Q2 		$201K Buy
+2,711
New +$198K ﹤0.01% 877
2020
Q4 		– Sell
-7,531
Closed -$488K – 857
2020
Q3 		$488K Buy
+7,531
New +$507K 0.01% 386

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lido Advisors's WPC Position: Q4 2024 in Review

Lido Advisors sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 3,710 shares — an estimated $231K sold.

Lido Advisors first reported a position in WPC in Q3 2020 and held it in 15 quarters. The position peaked at $488K in Q3 2020. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • Lido Advisors reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • Lido Advisors sold 3,710 W.P. Carey shares in Q4 2024, an estimated $231K.
  • Lido Advisors first reported a position in W.P. Carey in Q3 2020 and held it in 15 quarters.
  • Lido Advisors's W.P. Carey position peaked at $488K in Q3 2020.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.