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Lindbrook Capital’s W.P. Carey WPC Stock Holding History

Lindbrook Capital’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
2025
Q1 		$131K Buy
2,076
+688
+50% +$40.7K 0.01% 561
2024
Q4 		$75.6K Buy
1,388
+458
+49% +$26.1K 0.01% 648
2024
Q3 		$57.9K Sell
930
-148
-14% -$8.77K 0.01% 754
2024
Q2 		$59.3K Buy
1,078
+254
+31% +$14.3K 0.01% 724
2024
Q1 		$46.5K Sell
824
-111
-12% -$6.64K ﹤0.01% 799
2023
Q4 		$60.6K Buy
935
+78
+9% +$4.49K 0.01% 692
2023
Q3 		$45.4K Sell
857
-1,334
-61% -$85.5K 0.01% 730
2023
Q2 		$145K Sell
2,191
-23
-1% -$1.6K 0.02% 400
2023
Q1 		$168K Buy
2,214
+112
+5% +$8.92K 0.02% 356
2022
Q4 		$161K Sell
2,102
-48
-2% -$3.6K 0.02% 380
2022
Q3 		$147K Buy
2,150
+1
+0% +$82 0.02% 337
2022
Q2 		$174K Buy
2,149
+65
+3% +$5.25K 0.03% 312
2022
Q1 		$165K Buy
2,084
+1,433
+220% +$110K 0.03% 338
2021
Q4 		$52K Buy
651
+66
+11% +$5.05K 0.01% 707
2021
Q3 		$42K Hold
585
– – 0.01% 491
2021
Q2 		$43K Buy
585
+16
+3% +$1.17K 0.01% 521
2021
Q1 		$39K Buy
569
+76
+15% +$5.09K 0.01% 533
2020
Q4 		$34K Sell
493
-85
-15% -$5.68K 0.01% 524
2020
Q3 		$37K Buy
578
+12
+2% +$809 0.01% 435
2020
Q2 		$37K Buy
566
+132
+30% +$8.2K 0.01% 436
2020
Q1 		$25K Buy
434
+187
+76% +$14.2K 0.01% 486
2019
Q4 		$19K Hold
247
– – 0.01% 766
2019
Q3 		$22K Buy
247
+84
+52% +$7.16K 0.01% 682
2019
Q2 		$12K Hold
163
– – ﹤0.01% 849
2019
Q1 		$12K Hold
163
– – ﹤0.01% 849
2018
Q4 		$10K Buy
+163
New +$10.6K ﹤0.01% 832

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lindbrook Capital's WPC Position: Q1 2025 in Review

Lindbrook Capital increased its W.P. Carey (WPC) stake by 50% in Q1 2025, buying an estimated $40.7K and bringing the position to 2,076 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #561.

Lindbrook Capital first reported a position in WPC in Q4 2018 and has held it in 26 quarters since. The position peaked at $174K in Q2 2022. 822 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

  • Lindbrook Capital held 2,076 shares of W.P. Carey worth $131K as of Q1 2025.
  • Lindbrook Capital bought 688 W.P. Carey shares in Q1 2025, an estimated $40.7K.
  • W.P. Carey made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #561 holding.
  • Lindbrook Capital first reported a position in W.P. Carey in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's W.P. Carey position peaked at $174K in Q2 2022.
  • 822 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.