LNC
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Lincoln National Corp’s W.P. Carey WPC Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-8,913
Closed -$503K – 1131
2024
Q1 		$503K Buy
8,913
+6
+0.1% +$359 0.01% 747
2023
Q4 		$577K Sell
8,907
-1,683
-16% -$97K 0.01% 623
2023
Q3 		$561K Buy
10,590
+947
+10% +$60.7K 0.01% 567
2023
Q2 		$638K Sell
9,643
-2,919
-23% -$203K 0.01% 519
2023
Q1 		$953K Sell
12,562
-7,662
-38% -$611K 0.02% 404
2022
Q4 		$1.55M Sell
20,224
-2,222
-10% -$167K 0.04% 271
2022
Q3 		$1.53M Buy
22,446
+16,280
+264% +$1.33M 0.04% 258
2022
Q2 		$500K Sell
6,166
-157
-2% -$12.7K 0.01% 480
2022
Q1 		$500K Sell
6,323
-2
-0% -$153 0.01% 520
2021
Q4 		$508K Buy
6,325
+1,693
+37% +$130K 0.01% 519
2021
Q3 		$331K Sell
4,632
-365
-7% -$27.8K 0.01% 643
2021
Q2 		$366K Buy
4,997
+914
+22% +$66.9K 0.01% 593
2021
Q1 		$283K Sell
4,083
-26
-0.6% -$1.74K 0.01% 636
2020
Q4 		$284K Buy
4,109
+415
+11% +$27.7K 0.01% 595
2020
Q3 		$236K Buy
3,694
+289
+8% +$19.5K 0.01% 574
2020
Q2 		$226K Buy
+3,405
New +$212K 0.01% 569
2020
Q1 		– Sell
-4,289
Closed -$336K – 677
2019
Q4 		$336K Sell
4,289
-353
-8% -$29.6K 0.01% 477
2019
Q3 		$407K Sell
4,642
-592
-11% -$50.4K 0.02% 392
2019
Q2 		$416K Buy
5,234
+2,240
+75% +$177K 0.02% 357
2019
Q1 		$230K Buy
+2,994
New +$216K 0.01% 455

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lincoln National Corp's WPC Position: Q2 2024 in Review

Lincoln National Corp sold out of W.P. Carey (WPC) in Q2 2024, closing a stake of 8,913 shares — an estimated $503K sold.

Lincoln National Corp first reported a position in WPC in Q1 2019 and held it in 20 quarters. The position peaked at $1.55M in Q4 2022. 782 funds tracked by Wall St. Rank hold WPC as of Q2 2024.

  • Lincoln National Corp reported no remaining W.P. Carey position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 8,913 W.P. Carey shares in Q2 2024, an estimated $503K.
  • Lincoln National Corp first reported a position in W.P. Carey in Q1 2019 and held it in 20 quarters.
  • Lincoln National Corp's W.P. Carey position peaked at $1.55M in Q4 2022.
  • 782 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.