Little House Capital’s W.P. Carey WPC Stock Holding History

Little House 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
2023 Q2	–	Sell	-10,286	Closed	-$780K	–	112
2023 Q1	$780K	Sell	10,286 -5,452	-35%	-$434K	0.37%	77
2022 Q4	$1.2M	Buy	15,738 +255	+2%	+$19.2K	0.6%	49
2022 Q3	$1.06M	Buy	15,483 +1,271	+9%	+$104K	0.56%	48
2022 Q2	$1.15M	Buy	14,212 +5,125	+56%	+$414K	0.62%	45
2022 Q1	$719K	Buy	+9,087	New	+$697K	0.37%	75
2021 Q2	–	Sell	-6,565	Closed	-$455K	–	188
2021 Q1	$455K	Buy	+6,565	New	+$440K	0.16%	80

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Little House Capital's WPC Position: Q2 2023 in Review

Little House Capital sold out of W.P. Carey (WPC) in Q2 2023, closing a stake of 10,286 shares — an estimated $780K sold.

Little House Capital first reported a position in WPC in Q1 2021 and held it in 6 quarters. The position peaked at $1.2M in Q4 2022. 818 funds tracked by Wall St. Rank hold WPC as of Q2 2023.

Little House Capital reported no remaining W.P. Carey position as of Q2 2023 after selling out during the quarter.
Little House Capital sold 10,286 W.P. Carey shares in Q2 2023, an estimated $780K.
Little House Capital first reported a position in W.P. Carey in Q1 2021 and held it in 6 quarters.
Little House Capital's W.P. Carey position peaked at $1.2M in Q4 2022.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2023.

Based on Little House Capital's 13F filing for Q2 2023, filed 18 Jul 2023.